Financial Updates – Financial Updates

Ferrero’s $3.1B Takeover of WK Kellogg: Premium Valuation Meets Health & Strategy Shift

Ferrero is acquiring WK Kellogg Co for $23 pe...

WK Kellogg, spun off from Kellogg/Kellanova i...

The deal delivers roughly a 40% premium to WK...

This transaction advances Ferrero’s North Ame...

Silver Faces Short-Term Risks Despite 2025 Surge; Long-Term Fundamentals Stay Strong

Global Risk Consumer

Silver has surged about 156 % in 2025 (30 % i...

He flags year-end tax selling, potential US d...

Despite this, Campbell remains long-term bull...

China’s new silver export licensing from Janu...

Silver’s 2025 Surge Masks Short-Term Risks: Tax Selling, Dollar & Margin Warnings

Global Forecast Consumer Services

Silver has surged roughly 150% in 2025, promp...

He flags year-end tax selling, potential U.S....

Technical signals suggest silver is overbough...

Despite near-term risks, structural drivers l...

What’s Ahead for Private Equity in 2026: Key Trends in Exits, Dry Powder & Valuations

Americas Forecast Consumer

Private equity heads into 2026 with an overha...

Dry powder is declining from peak levels but ...

Exit activity and valuations are improving ma...

Firms are leaning on continuation vehicles an...

Silver’s 2025 Rally: Short-Term Risks Amid Long-Term Bullish Fundamentals

Global Forecast Consumer

Silver has surged about 156% in 2025, but Ale...

Near-term headwinds include tax-driven year-e...

Campbell sees copper-substitution chatter and...

He remains structurally bullish due to rising...

Fortunoff’s Fall: How NRDC’s Expansion Fueled Its Second Bankruptcy

Americas Firms Jewelry & Watches

Fortunoff, a luxury jewelry and home retailer...

The strategy collided with the recession, pro...

A severe liquidity crunch in early 2009, driv...

The case underscores how mistimed, capital-in...

Silver’s Long-Term Upside amid Near-Term Risks: Tax, Dollar, Policy & Demand

Global Markets Consumer

Silver has surged over 150% YTD, prompting he...

Short-term pressures include year-end tax sel...

Despite these risks, structural supports such...

China’s new export licensing regime could bot...

Silver’s Long Game Intact—Short-Term Risks Could Trigger Pullback Soon

Americas Markets Consumer

Silver is up about 156% in 2025, prompting he...

He flags five near-term headwinds: tax-driven...

The Bloomberg Commodity Index rebalancing in ...

Longer term, Campbell still sees structural s...

Mars Completes Kellanova Acquisition: $36B Snacking Powerhouse & Regulatory Tightrope

Global M&A Consumer

Mars has secured all 28 regulatory approvals,...

The combined Mars Snacking business will gene...

Kellanova adds several billion-dollar brands—...

The deal elevates Mars as a dominant snacking...

Silver Surges 150% Yet Faces Downside Risks: Supply, Regulation & USD Pressure

Global Markets Consumer

Silver has surged about 156% in 2025 (includi...

He sees potential for a short-term pullback d...

China’s new export licensing for refined silv...

Despite these risks, Campbell argues physical...