Archive

Follow Mr. Market Into Energy

In any economic cycle, investors favor certain parts of the market and shun others...

• AAL
• BNTX
• EXPE
• PFE
• PTON
• XLE
• ZM

A Billion-Dollar Future That Started in the Goat Shed

These innovations set off a "shale boom" – an unprecedented surge in oil and natural gas production...

A Wall Street Talent Raid Is Underway

This asset manager is strengthening its team, but investors don't care...

• LAZ

The Case for Flat Interest Rates

The Fed's "wait and see" strategy seems to be working...

The Payment War Just Escalated

One payment network is trying to buy out another...

• PYPL

How to Profit From Hurricane-Proofing

One hospital's hurricane-proofing was no match for 15 million gallons of water...

One Warning Erased Five Years of Confidence

This company's five-year turnaround and recent sell-off help us understand where the company is headed next...

• IBM

The Factory Town That's Running Out of Money

Investors are pricing this automaker for extinction...

• VOW3.DE

What Ferrari Taught Us About the Next AI Opportunity

A WhatsApp conversation exposed one of the most convincing corporate scams in recent memory..

• RACE
• WPP

Traders Have Changed Their Tune on Interest Rates

This projection reflects the Fed's lingering uncertainty... not a firm policy forecast...