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Stock impact report

St. James Investment Company Value Investor's Q1 2026 Letter [Seeking Alpha]

The Carlyle Group Inc. (CG) 
Last the carlyle group inc. earnings: 4/30 06:40 am Check Earnings Report
US:NASDAQ Investor Relations: ir.carlyle.com
Company Research Source: Seeking Alpha
Middle East geopolitical risk has finally metastasized, yet markets shrug it off despite Iran effectively closing the Strait of Hormuz and destroying numerous oil tankers. Oil sits at chokepoints in petrochemicals, aviation, and fertilizer that cannot be rerouted, causing the market to compensate for physical scarcity and the irreplaceability premium. Passive investment vehicles control nearly 60% of U.S. equity fund assets, up from only 6% in 1996, a shift which has systematically hindered price discovery. Active value investors can acquire productive assets at a discount in overlooked sectors precisely because no index algorithm is bidding them up. sompoch sivakosit/iStock via Getty Images It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so. Despite the quote above being widely attributed to Mark Twain, scholars at the Center for Mark Twain Studies at Elmira College have found no evidence that he ever said or wrote it. Show less Read more
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