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Yet, beyond the familiar confines of these shores, a different narrative unfolds. The Vanguard Total International Stock ETF – a composite, a chimera of global equities – has ascended, displaying a growth of 9% in the current cycle. It is a phantom limb, responding to stimuli unseen by the American market. This divergence, while not unprecedented, warrants a closer examination. The ancient Gnostics believed reality to be a flawed reflection of a higher realm; perhaps the international markets are, at this moment, the truer reflection.

The shares, having briefly tasted the cold air of a minor correction, now hover around a 15% gain year to date. It is a climb fueled, not by revolutionary innovation, but by the enduring human desire for a good deal, for the illusion of control over the rising cost of living. The recent numbers echo a strength seen in the last quarter, a subtle shift in consumer behavior, a tentative return to spending on items that once signaled prosperity – jewelry, gleaming appliances, things that shimmer and promise a life beyond the everyday. Investors, naturally, are pleased, for these are the margins that fatten portfolios, the whispers that turn into roars on Wall Street.

The company’s proposition – direct satellite connectivity to standard smartphones – is predicated on circumventing the need for dedicated terminal hardware, thereby expanding the addressable market beyond existing satellite communication services. The prospect has, understandably, attracted considerable market enthusiasm. However, a closer examination of the financial implications and competitive landscape is warranted.

Which brings us to IonQ (IONQ 4.58%). They seem to be, at the moment, slightly less inaccurate than everyone else. This isn’t necessarily a ringing endorsement, mind you, but in a field where ‘mostly working’ is considered a triumph, it’s a start. The question, of course, is whether this temporary advantage translates into a ten-thousand-dollar investment magically blossoming into a million. (A remarkably efficient return, when you think about it. It’s almost… improbable. Though, in fairness, so is the entire concept of quantum computing.)

Transaction value based on SEC Form 4 weighted average purchase price ($15.73).

Let’s poke around a bit, shall we? See if this little stumble presents an opportunity. A chance to scoop up some shares before the grown-ups notice.

The filing, dated February 17, 2026, revealed the purchase of 1,883,000 shares. A tidy sum. It now represents 6.8% of their reportable 13F AUM. Which means, if things go south, it’s a noticeable dent. I’ve seen portfolios take hits. Believe me. There was the alpaca farm incident of ’18. Let’s not talk about it.

Apparently, Atlantic made a clean sweep of its 645,584 shares in the last quarter of 2025. That’s a lot of boxes to walk away from. It used to be 7.3% of their 13F portfolio, which, let’s be honest, is a weird thing to measure in percentages. Like, “Oh, I’m 18% invested in regret.”

And now, suddenly, institutional investors are selling. Billions of dollars worth of stock. Eight point three billion, to be exact. Which, let’s be honest, is just bad form. After years of letting everyone else have the gains, now they decide to bail? It’s like showing up to a party just as the good snacks are gone. The sheer inconsiderateness of it all is…remarkable.

According to a filing with the Securities and Exchange Commission – a rather official-sounding body, that – Atlantic Investment Management has taken a new position in Kirby Corporation. This isn’t a case of dabbling, mind you. It’s a proper, full-fledged investment, reflecting a confidence that is, frankly, rather bracing. The shares were acquired at a price that, while not exactly giving the game away, suggests a certain optimism regarding the company’s future.