Tag: valuation multiples

The US 10-Year Yield Just Hit 5.35%. Tech Stocks Have a Problem.

The US 10-year Treasury yield touched 5.35% on October 7, 2026, reaching territory investors had not seen since 2002. It was an extraordinary number for the world’s most important government bond market, but the implications extend well beyond Treasury traders. For investors holding Nvidia, Microsoft, Amazon, growth stocks or Nasdaq ETFs, the problem is not […]

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Why Banks Keep Spinning Off Their Asset Management Businesses

Many investors assume that when a company lists one of its businesses on the stock market, it’s preparing to let it go. In banking, however, that’s often not the case. Some of the world’s biggest financial groups have spent years spinning off their asset management divisions while carefully keeping majority ownership. At first glance, it […]

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