As a citizen, it is impossible to ignore the results of last week's election. The electorate sent a pretty clear message that they are not... Read More
On Thursday, the S&P 500 fell 4.4%. The Nasdaq dropped 5.5%. For both indexes, it was the worst day since the tariff-related selloff in... Read More
Today’s hotter-than-expected inflation report just handed fresh ammunition to the Federal Reserve’s trigger-happy hawks.... Read More
Jensen Huang admitted to an affair with Alice Huang, a Chinese business executive suspected by U.S. intelligence agencies of being a recruit... Read More
America’s jobs market smashed October expectations. US consumers’ moods improved slightly, too, though concerns persist. Stocks... Read More
Voters have spoken, and Congress has flipped blue, to counter a Republican White House. Which side will get its way? Increasingly, neither,... Read More
Writing in the Wall Street Journal last week, former Fidelity Investments head Robert Pozen wrote what he always has, and that countless... Read More
Silicon Valley has a special talent for offering amazing products and then screwing them up with ridiculous ideas about how those products... Read More
Protectionism is at the heart of Vance’s NatCon project — and it’s a deeply unpopular policy plank that he wants to tie to the... Read More
The tech billionaire wants his SpaceX platform to purchase Boost Mobile Read More
Political pundits and politicians have spent days analyzing the 2026 midterms from every angle. But the real lesson is a simple principle... Read More
If the idea of achieving financial independence and retiring early appeals to you, the FIRE movement offers a strategy for making it happen.... Read More
Nearly two-thirds of Americans blame President Trump for higher prices at the gas pump and in the grocery aisle, citing trade policies and... Read More
Traditional gasoline-powered five-passenger sedans, once the mainstay of auto sales in the United States, are experiencing a sales... Read More
The Teamsters union has half a point: Robots are indeed coming for trucking jobs. What it misses is that they’re jobs that truckers... Read More
Why is the state promoting gambling? Read More
Voter backlash could threaten the data center boom. Some economists think that could be a good thing. Read More
Many complaints about immigration are really byproducts of state interventions elsewhere in the economy, preventing markets from responding... Read More
Investors, especially the financial press, spend a lot of time trying to explain what just happened. The problem is that this exercise is... Read More
Over the past 5 years, the exceptional US equity market generated a very healthy total return of 68%. Through the same period, a value-titled... Read More
For much of this year, on any given day, you could look at the price of oil and correctly guess what happened to bond yields. In the last few... Read More
Why a mid-life crisis is impossible to ignore. Read More
A look at how we arrive at our base-case valuation for the AI lab, along with bull and bear scenarios. Read More
Financial market analysis and research publisher providing live stock market commentary and investor-focused insights. Read More
Ever since the trade war between the US and China started in 2018, the mantra of Western businesses has been to decouple from China and... Read More

Writing in the Wall Street Journal last week, former Fidelity Investments head Robert Pozen wrote what he always has, and that countless budget and Social Security scolds have written before him. According to Pozen and a Rose Bowl-sized collection of commentators who’ve come before and who’ve yet to come, a combination of benefit cuts and "revenue measures" (yes, tax increases on the r... Read More
Political pundits and politicians have spent days analyzing the 2026 midterms from every angle. But the real lesson is a simple principle that Vice President JD Vance already laid out: The Trump administration was punished for violating important promises to key stakeholders, especially on affordability and the war in Iran. Here’s what the midterms can teach CEOs about making, and keeping, p... Read More