Archive

What to Buy in the Tariff War Purgatory

These stocks are insulated from much of the short-term pain in a tariff war...

What the Trade-Deficit Panic Is Missing

We don't think this is the right way to look at global trade...

The Deceptive Glow of a Cybersecurity Recovery

The market is pricing this company like a recent mistake is ancient history...

• CRWD

The Hidden Cost of Cheap Prices

Walmart is caught in a financial squeeze with no easy way out...

• WMT

The Debt Clock Isn't Running Out for the U.S.

The key to economic stability is smart public investment...

Interpreting the 'Liberation Day' Sell-Off

When the market focuses on fear, it often misses the longer-term picture...

Corporate Earnings Are (Almost) Back in Full Swing

The market is just starting to catch up with the fundamentals...

Gold Is Rising – But It's Not What You Think

The myth of de-dollarization doesn't hold up under scrutiny...

AI Is Crushing Yet Another Industry

The market is pricing in a bleak future for call-center businesses...

• TEP.PA

This $27 Billion Bet by Big Pharma Could Pay Off

Eli Lilly's aggressive spending is preparing the company, and investors, for a great opportunity...

• LLY