Archive

We're Still Betting on the U.S. Dollar

This is just the latest in a long list of failed attempts to replace the dollar...

This Chipmaker Won't Live and Die by a Single Customer

One big AI innovation could push this company's profitability well beyond market expectations...

• AAPL
• META
• QCOM

Block Out the Noise and Focus on Tech

The market headlines don't just sound like 1997. They're almost identical...

The Market Is Doubting Alphabet's $75 Billion AI Bet

To short-term investors, Alphabet's latest AI plans look like reckless spending...

• AMZN
• GOOGL

Three Years Late to the 2022 Rally

Financial conditions like this signal a healthy economy...

The Right Way to Do Tariffs

Tariffs could increase volatility in these markets... and this could just be the beginning.

Don't Panic Over Inflation Headlines

Sticky inflation isn't as big a threat as investors think...

This Energy Leader Needs a Boost

Investors have been waiting for a turnaround...

• BP.LSE

Look Overseas for Your Next Defense Play

Shares of this arms manufacturer are up... But investors are only scratching the surface...

• SAAB-B.ST

Trump vs. Europe (and How to Win)

This defense-spending surge isn't just about paying soldiers or covering administrative costs...