This little purchase now represents 1.26% of Van Den Berg’s 13F reportable AUM as of December 31st, 2025. AUM, for the uninitiated, is “Assets Under Management,” which basically means how much money these folks are playing with. It’s like a giant, global game of Monopoly, only with slightly more complicated rules and significantly less cardboard. Let’s take a peek at their top holdings, shall we? Prepare for a thrilling list…
Yet, this day witnesses a stirring. A surge of 7.1% over the past twenty-four hours, bringing the price tantalizingly close to the $75,000 mark once more. It is as if a collective sigh of relief has passed through the market, a temporary reprieve from the pervasive gloom. Perhaps a reversal of sentiment is indeed underway, though one must always regard such shifts with a measure of skepticism. The market, after all, is rarely driven by logic, but by the fleeting emotions of men.
But today! Today, things are… peculiar. As of this afternoon, the shares have hopped up nearly 10%. A most curious bounce, wouldn’t you say?
There are, however, certain companies that seem to navigate these turbulent waters with a quiet dignity. Energy Transfer (ET 0.42%) and Enterprise Products Partners (EPD 0.59%), those who move the black and golden liquids through the veins of the continent, offer a different sort of appeal. Not the thrill of the gusher, but the steady rhythm of the toll road. A more… reliable melancholy.
The share price, at the moment, is a rather dizzying $428. That makes Micron a truly enormous beast of a company, worth a whopping $470 billion. It’s a bit like a blue whale trying to squeeze into a bathtub, really. And the industry they’re in? Well, it’s usually about as reliable as a chocolate teapot – prone to booms and busts, and with everyone squabbling over pennies. But something rather peculiar is happening.
For investors seeking to mitigate downside risk, the deployment of defensive strategies via exchange-traded funds warrants consideration. The following outlines two potential options, assessed not for their capacity to generate outsized returns – a demonstrably unreliable pursuit – but for their capacity to preserve capital during periods of market stress.
LQD, the iShares iBoxx Investment Grade Corporate Bond ETF, and SCHQ, the Schwab Long-Term U.S. Treasury ETF, are both ways to park your money in something marginally less terrifying than, say, crypto. But they’re not interchangeable. Think of it like choosing between a slightly used armchair and a pristine park bench. Both offer a place to sit, but one has absorbed the anxieties of strangers, and the other is likely covered in bird droppings.
GitLab’s recent quarterly report for Q4 2026 exceeded analyst expectations across most metrics. However, the market, with a chilling efficiency, chose to focus on the modest guidance provided for the coming fiscal year. It is a pattern as old as speculation itself: the present is acknowledged, but the future is feared, and fear, predictably, drives decisions.
They fashion the connective tissue of the data center, these Astera Labs, the invisible pathways for the relentless flow of information. They are the intermediaries in the grand conversation between the calculating minds of GPUs, CPUs, and the memory that anchors them. A necessary function, certainly, but one easily replicated, easily surpassed. The boom in artificial intelligence, that insistent, demanding child of our age, has fueled their ascent. But is it sustenance, or merely a fleeting updraft?
The reason? Apparently, a newspaper reported that someone, somewhere, might be talking about stopping a war. Iran, Israel, the U.S. – all very important people, doing very important things, mostly involving other people’s suffering. A pause in the fighting means oil might stay…less expensive. And that, somehow, makes people feel better about digital dog money. It’s a strange world.