The Tip Desk

Finance

Higher bank deposit rates predict slower stablecoin growth

BIS research links higher deposit rates to slower stablecoin growth and bank liquidity requirements to greater private credit expansion in exposed US counties.
November 3, 2026 · 2 min read

Energy supply shifts and AI activity cushion global growth

Government support, additional energy supplies from outside the Gulf economies and oil-reserve drawdowns have cushioned the Middle East conflict’s effects, with AI-related activity bolstering investment, production and trade.
October 30, 2026 · 2 min read

Zombie firms transmit weaker growth across borders

Zombie firms in emerging Asia depress growth and inflation abroad through global value chains, illustrating how international production links transmit domestic economic weakness.
October 3, 2026 · 2 min read

Rapport buying stands out relative to size; Beacon brings breadth

Insider purchases totaled $109.32 million in an incomplete weekly tally, with company size, repeat buying and buyer breadth telling different stories.
November 2, 2026 · 2 min read

XBiotech Leads Buying Intensity; Gold.com Draws $3.93 Million

The selected companies pair substantial purchases relative to market value with narrow buyer breadth, while Grace Therapeutics stands out for persistence.
November 2, 2026 · 3 min read

Insider Buying: Week Ending October 16, 2026

The week’s reported purchases, buying relative to company size, and persistent buying.
October 18, 2026 · 1 min read

Quanta Adds Revenue Timetable After SEC Questions

Quanta expanded its explanation of when contracted work would become revenue after SEC staff challenged the detail provided beyond the first year.
October 29, 2026 · 2 min read

Sandisk Agreed to Split Out Major Costs After SEC Push

Sandisk revised its proposed segment disclosures to separate major charges and give investors a clearer breakdown of research and administrative spending.
October 22, 2026 · 2 min read

Corning Agreed to Narrow Currency Adjustments After SEC Push

Corning proposed limiting its core-results currency adjustment to hedged exposures after SEC staff challenged a method that also adjusted unhedged amounts.
October 21, 2026 · 3 min read

Insider Buying

Stride's $15 million insider buying stands out for scale

Stride combined purchases large relative to company size with repeat buying, while Corebridge and Dolphin extended activity across all four weeks.
Insider Signal · November 8, 2026 · 2 min read

XBiotech Leads Buying Intensity; Gold.com Draws $3.93 Million

The selected companies pair substantial purchases relative to market value with narrow buyer breadth, while Grace Therapeutics stands out for persistence.
Insider Signal · November 2, 2026 · 3 min read

Rapport buying stands out relative to size; Beacon brings breadth

Insider purchases totaled $109.32 million in an incomplete weekly tally, with company size, repeat buying and buyer breadth telling different stories.
Insider Signal · November 2, 2026 · 2 min read

Microcap Insider Buying: Week Ending October 16, 2026

The week’s reported purchases, buying relative to company size, and persistent buying.
Insider Signal · October 18, 2026 · 1 min read

Insider Buying: Week Ending October 16, 2026

The week’s reported purchases, buying relative to company size, and persistent buying.
Insider Signal · October 18, 2026 · 1 min read

Microcap Insider Buying: Week Ending October 9, 2026

The week’s reported purchases, buying relative to company size, and persistent buying.
Insider Signal · October 11, 2026 · 1 min read

Insider Buying: Week Ending October 9, 2026

The week’s reported purchases, buying relative to company size, and persistent buying.
Insider Signal · October 11, 2026 · 1 min read

Microcap Insider Buying: Week Ending October 2, 2026

The week’s reported purchases, buying relative to company size, and persistent buying.
Insider Signal · October 5, 2026 · 1 min read

Insider Buying: Week Ending October 2, 2026

The week’s reported purchases, buying relative to company size, and persistent buying.
Insider Signal · October 5, 2026 · 1 min read

GameStop Insiders Buy $26.8 Million of GME Stock

Eleven issuers drew two or more distinct insider open-market buyers in the week ending 2026-09-24.
Insider Signal · September 25, 2026 · 1 min read

Activist Stakes

Yao Yun's Indaptus stake slips after private placement

The Australian investor's Indaptus Therapeutics holding fell to 27.34% after a 20.3 million-share private placement, with no shares bought or sold.
Stake Watch · October 29, 2026 · 2 min read

Kingsway funds demand larger TON Strategy buybacks

The 21.96% holder said the stock trades at a significant discount to estimated treasury asset value per share.
Stake Watch · October 28, 2026 · 2 min read

Fairmount Funds holds 19.99% of Alaunos after Velaris deal

The fund’s stake includes common stock and Series C conversion rights, with preferred conversions capped at the 19.99% beneficial-ownership limit.
Stake Watch · October 16, 2026 · 3 min read

Getty Investors Form Capital-Solutions Group With KED

Getty Investments and KED acknowledged a Section 13(d)(3) group on August 25, 2026, as Getty Images weighs financing alternatives.
Stake Watch · August 28, 2026 · 2 min read

Stilwell Group Adds Letter Amendment at Wheeler REIT

The activist group reported a 49.99% stake in the real estate investment trust after new side agreements.
Stake Watch · August 25, 2026 · 1 min read

Diamondback Energy sells mineral interests to Viper Energy

The companies entered a definitive purchase agreement for royalty interests in exchange for units and Class B common stock.
Stake Watch · August 6, 2026 · 1 min read

CD&R Adjusts Stake Following Resideo Spin-Off

The investor exchanged preferred shares and extended lock-up restrictions as Resideo separated its global specialty distributor segment.
Stake Watch · August 5, 2026 · 1 min read

Coliseum Capital Management takes stake in Sonos

The investment firm is monitoring the audio company's operations and strategic matters for potential extraordinary transactions.
Stake Watch · August 4, 2026 · 1 min read

Lynrock Lake LP Secures Board Seat at Yext

The investor is transitioning its reporting status as Ms. Paul joins the board of directors.
Stake Watch · July 14, 2026 · 1 min read

Gary Friedman reduces RH stake

The RH executive sold shares to fund personal residence improvements and debt repayment.
Stake Watch · July 13, 2026 · 1 min read

Institutional Ownership

Explore manager portfolios

Passive Ownership Shifts in Index Holdings

Recent data shows significant changes in the share of reported holdings held by passive funds.
Passive Ownership Watch · July 22, 2026 · 1 min read

Institutional Exits Hit Honeywell in 2026Q2

Honeywell saw a complete withdrawal from eight institutional holders while Intel experienced fragmented positioning shifts.
Ownership Pulse · July 8, 2026 · 1 min read

Short Interest Changes

Short-interest coverage is coming soon.

Fund Flows

Fund-flow coverage is coming soon.

Financials Signal

Hard Assets Draw Capital as Financing Costs Stay High

Long-duration property and infrastructure contracts are attracting fresh capital, while lenders are demanding rich returns and stronger collateral.
Financials Signal · July 16, 2026 · 2 min read

Real Estate Operators Pivot to Liquidity and Asset Recycling

Real estate firms are aggressively optimizing balance sheets through strategic asset sales and debt refinancing as demand for specialized housing holds firm.
Financials Signal · July 9, 2026 · 2 min read

Regional Banks Find Margin Relief as Deposit Costs Dip

Smaller lenders are seeing net interest margins expand as the cost of funding eases and loan portfolios shift toward higher-yield products.
Financials Signal · June 25, 2026 · 2 min read

Regional Banks Shed Risk as Hospitality Recovers

United Community Banks is offloading its equipment finance arm to slash charge-offs and boost capital.
Financials Signal · June 18, 2026 · 3 min read

Capital Recycling and Credit Divergence

Insurance and real estate firms are aggressively restructuring debt and portfolios while subprime lenders show a widening gap in credit quality.
Financials Signal · June 11, 2026 · 2 min read

REITs and banks ride leasing strength, lower deposit costs

Smaller REITs and regional banks report rising rents, falling funding costs, and disciplined capital allocation this week.
Financials Signal · June 4, 2026 · 3 min read

SEC Correspondence

SEC Presses Companies on Adjusted Profits, Cash and Asset Rights

Exchanges released in October brought commitments to clearer financial presentations and demands for specifics on subsidiary cash, crypto strategies and nuclear asset ownership.
SEC Correspondence Watch · November 7, 2026 · 4 min read

Quanta Adds Revenue Timetable After SEC Questions

Quanta expanded its explanation of when contracted work would become revenue after SEC staff challenged the detail provided beyond the first year.
SEC Correspondence Focus · October 29, 2026 · 2 min read

Sandisk Agreed to Split Out Major Costs After SEC Push

Sandisk revised its proposed segment disclosures to separate major charges and give investors a clearer breakdown of research and administrative spending.
SEC Correspondence Focus · October 22, 2026 · 2 min read

Mcdonalds Defended Sales Disclosure After SEC Sought More Detail

The company cited limited franchise data in defending its revenue explanation, following earlier exchanges that produced clearer profit presentations.
SEC Correspondence Focus · October 21, 2026 · 3 min read

Corning Agreed to Narrow Currency Adjustments After SEC Push

Corning proposed limiting its core-results currency adjustment to hedged exposures after SEC staff challenged a method that also adjusted unhedged amounts.
SEC Correspondence Focus · October 21, 2026 · 3 min read

NetApp Agreed to Break Out All-Flash Revenue After SEC Pressure

The company promised clearer storage-category revenue and profit disclosures, defending its accounting treatment and declining to quantify an immaterial product-mix effect on costs.
SEC Correspondence Focus · October 1, 2026 · 3 min read

Johnson Controls Agreed to Expand Orders and Backlog Disclosure

The SEC pressed for fuller discussion of demand metrics and clearer treatment of segment profit measures, extending a dialogue that had already prompted repeated disclosure corrections.
SEC Correspondence Focus · October 1, 2026 · 3 min read

Costco Pledged Fuller Cash-Flow Explanations After SEC Push

Costco promised to explain how inventory turnover and supplier terms affected cash generation after SEC staff sought more detail on changes in operating cash flow.
SEC Correspondence Focus · October 1, 2026 · 3 min read

SEC Pressed Stanley Black & Decker on Non-GAAP Charge Labels

Stanley Black & Decker revised how it describes and discloses years of supply-chain restructuring costs after SEC staff repeatedly challenged which charges belonged outside GAAP earnings.
SEC Correspondence Focus · September 7, 2026 · 3 min read

SEC Pressed Cooper Companies on Non-GAAP Gross Profit, Tax Adjustment

A year-long comment-letter dialogue pushed Cooper Companies to defend and eventually narrow its non-GAAP presentations while adding new segment and disclosure detail.
SEC Correspondence Focus · September 6, 2026 · 3 min read

Finance Research

Higher bank deposit rates predict slower stablecoin growth

BIS research links higher deposit rates to slower stablecoin growth and bank liquidity requirements to greater private credit expansion in exposed US counties.
Central Banking · November 3, 2026 · 2 min read

Energy supply shifts and AI activity cushion global growth

Government support, additional energy supplies from outside the Gulf economies and oil-reserve drawdowns have cushioned the Middle East conflict’s effects, with AI-related activity bolstering investment, production and trade.
Central Banking · October 30, 2026 · 2 min read

Zombie firms transmit weaker growth across borders

Zombie firms in emerging Asia depress growth and inflation abroad through global value chains, illustrating how international production links transmit domestic economic weakness.
Central Banking · October 3, 2026 · 2 min read

IMF: Ghana’s Stabilization Leaves Banking Risks Elevated

IMF staff identifies lingering banking and fiscal risks in Ghana, coal-linked revenue shortfalls in Mongolia, and infrastructure constraints in Guatemala.
Central Banking · September 13, 2026 · 1 min read

BIS July Papers Trace How Financial Risk Travels

Six new BIS working papers this month examine how stress moves between sovereigns, banks, non-banks, currencies and firms.
Central Banking · August 4, 2026 · 3 min read

BIS Working Papers Trace Stablecoins Into Monetary Transmission

June's twelve BIS working papers converge on how household beliefs, sovereign debt and stablecoin balance sheets now sit inside the pipeline that carries a policy rate decision into the economy.
Central Banking · July 5, 2026 · 4 min read

Central Banks

Central banks align on conditional guidance, split on policy

A majority hold rates and all banks with guidance readings make policy conditional on economic developments, with differences in rate stance and balance-sheet policy.
Central Banking · November 9, 2026 · 2 min read

Central Banks Split on Rates, Converge on Guidance Style

The Bank of England and the People's Bank of China are using near-identical conditional language this round even as the major central banks pull in four different directions on rates.
Central Banking · July 9, 2026 · 1 min read

Regional Banking (US)

Noncurrent loan ratio eases as bank capital measures diverge

A limited group of insured banks under $100B in assets recorded a lower quarterly noncurrent-loan ratio and balance-sheet growth as regulatory capital ratios edged down.
US Regional Banks · October 14, 2026 · 2 min read

U.S. Community Bank Deposits Stabilize as Capital Buffers Grow

Regional and community banks saw total assets climb to $3.7 trillion in the first quarter of 2026 amid a broad recovery in deposit flows.
Banking · July 4, 2026 · 1 min read

Global Banking

Santander, SocGen Both Lean on Disposals to Move the Numbers

Portfolio sales, not underlying business performance, drove the one-off capital and cost moves at both reporting global systemic banks this quarter.
Global Banks · July 30, 2026 · 1 min read

Volume Growth Carries Global Systemic Banks, Costs Split

Balance growth lifted eight of the season's eleven reporting global systemic banks, while a smaller cluster wrestled with rising costs and normalizing credit in the same breath.
Systemic Banks Monitor · July 23, 2026 · 2 min read

Europe's Bank Margins Diverge as Returns Climb, Capital Slips

Europe's biggest banks are pulling in opposite directions on income and returns even as capital ratios thin out from Tokyo to Wall Street.
Systemic Banks Monitor · July 16, 2026 · 2 min read

HSBC, BNY Lead RoTE Surge as G-SIB Capital Ratios Split

A four-bank cluster is pushing returns higher across three straight periods even as capital buffers move in opposite directions across the same panel.
Systemic Banks Monitor · July 9, 2026 · 2 min read

Divergent Credit Loss Trends Hit Global Banking Reserves

HSBC expanded its expected credit loss allowance while Bank of America and UBS saw reserves contract.
Banking · July 9, 2026 · 1 min read

Systemic Banks Split on Credit Provisions Amid Sector Stress

Divergent asset quality trends emerge as Korean and European lenders hike provisions while North American peers see declines.
Banking · July 7, 2026 · 2 min read

Chinese Systemic Banks Lead Surge in Credit Impairment Losses

Major lenders in China and Europe report rising provisions amid shifting portfolio risks and regulatory requirements.
Banking · July 5, 2026 · 2 min read

More Market Coverage

Salesforce, Apple, and NVIDIA Spend Cash on Share Repurchases

JPMorgan Chase and Bank of America also reported common-share buyback cash in the same calendar quarter.
Quarterly Buybacks · September 26, 2026 · 1 min read

Utilities Lead Quarterly Dilution as Materials Buybacks Gain

Aggregate share counts rose across Utilities, Energy, and Healthcare while Materials and Retail saw net reductions.
Share Count Trends · June 30, 2026 · 1 min read