Archive

Consumers Have Run Out of 'Rainy Day' Money

Households have been spending more than they're saving – driving their excess savings down...

Be Your Own 'Devil's Advocate'

Great investors, and great thinkers in general, embrace that there's a lot they don't know...

Don't Follow PE Into the Real Estate Fray

Rather than rushing to find investments, PE firms are now waiting for disaster to strike...

So Much for Moody's No. 1 Rule

The credit-ratings agencies are being far too generous with these risky companies...

The Fed Is Out of Excuses

The central bank doesn't have much wiggle room left...

Long-Awaited Rate Cuts May Finally Be Coming

This economy looks very different from the economy of early 2024....

Quality Alone Won't Predict AI Winners

ChatGPT is synonymous with AI for most people. But one competitor is shaping up as a frontrunner to overtake it.

• META

The Private-Credit Party Still Has Some Life Left

Private equity seems like a lost cause at the moment... But that doesn't mean all private investments are troubled.

Don't Blame Japan for the U.S. Pullback

Folks are ignoring the real news behind the recent market turmoil...

The Economy's Most Consistent Warning Bell Just Chimed

Investors and pundits are tripping over themselves to figure out if this is a natural pullback... or the start of something bigger.