Archive

Why the 'Yale Model' Is Breaking Down

A new endowment strategy is showing how one asset class could benefit regular investors.

The U.S. Takes the Nuclear Baton

Getting a reactor approved is one challenge... Keeping it fed is another...

• BWXT
• CCJ
• LEU
• OKLO
• SMR

Working 'Behind the Meter' to Meet Energy Demand

Natural gas has become the fastest way to power data centers...

Patients Still Need Quality Health Care

This debt-fueled health care expansion strategy spooked the market...

• CYH
• THC

The Software Uprising Is Rattling Credit

This isn't a niche problem confined to a handful of bad deals...

This Depression-Era Math Is Working for Us Today

This Depression-era study revolutionized how economists judged risk...

The Battle for AI Retail Supremacy

One retail giant is playing defense with AI. A worthy challenger is leaning into the opportunity...

• AMZN
• CRM
• GOOGL
• MSFT
• WMT

When the Backup Becomes Essential

Extreme weather and rising electricity demand will continue squeezing the U.S. power grid...

• GNRC

China's Rescue Plan Isn't Enough

China's policymakers are trying to buy time for a consumer revival...

'As-a-Service' Goes Further Than You Think

Across many different industries, companies are going "all in" on service plans...