Archive

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

Intel's Long-Awaited Turnaround Could Be Coming

We're still not convinced yet... but we might finally be seeing some signs of life...

• INTC

Everyone Knows PE Is Past Its Prime

Investors are starting to question the numbers – and PE's outlook in general...

• APO

A New Destination for Buffett's $300 Billion

These large U.S. companies have durable competitive advantages...

• BRK-B

Great News From a Possible Fed Power Shift

This would restore confidence in a sector that has lagged the market for more than a year...

This 'Talent Exodus' May Not Be a Crisis

While departures can sting, large professional-services firms are built to survive them...

• FCN

Medicare Scrutiny Could Put Pressure on UnitedHealth

For UnitedHealth, this liability is becoming harder to ignore...

• UNH