Archive

The Pentagon's Shelves Are Emptying Fast

The war with Iran is showing just how quickly our weapons inventories can vanish...

The Rate Hike Bond Investors Were Waiting For

This strange reaction to the recent interest-rate hike could help stabilize the broader market...

Get a Cut of the $22 Billion Tax Loophole

A century-old tax-code provision is helping investors compound more of their money – and avoid an immediate tax bill...

• NVDA

The Industry AI Was Supposed to Replace

A decade ago, this industry seemed ready to take a nosedive...

The High Bar in the AI-Infrastructure Boom

Being a one-stop shop for data centers doesn't guarantee success for a company's stock...

• NVT

The AI Debt Scare Is Getting Bigger

Investors are worried about this chipmaker's debt load, but the numbers tell a different story...

• AVGO

A Security Guard Almost Killed a Billion-Dollar Empire

The wholesale business model is one of the most durable in all of retail...

• BJ
• COST

Money Alone Can't Fix America's Arsenal Problem

Decades of lost industrial capacity created today's munitions shortage, but investors could benefit from a rebuild at home...

Writing the Playbook on Modern Mercantilism

As the trade war drags on, countries are working to become increasingly self-sufficient...

The Favela That Built Its Own Postal Service

If you're looking for oversized returns, focus your attention on international companies solving big problems...