Archive
There Are Many Ways to Use a Hammer
Don't fall into the trap of using AI as a simple executive assistant...
These Will Be the First Zero-Emissions Automakers
It's no surprise that two companies lead the pack in zero-emission vehicles...
Securities Analyzed
- 1211.HK
- BMW.DE
- STLA
- TSLA
This 'Tiger Cub' Knows the Private Market Bull Run Can't Last
Private companies can't hide their weakening valuations forever...
As Businesses Hurry Home, This Conglomerate Is Betting on China
This company is looking to grow where it can...
Securities Analyzed
- SIE.DE
How to Build a 'Trust Account' With Management
One investor day doesn't make up for years of poor communication...
Securities Analyzed
- GE
- GS
- TSLA
The Surest Sign That 'Reshoring' Is Here
China is starting to lose its grip as the world's top manufacturer...
Securities Analyzed
- AAPL
- AVGO
The World's Top Two Markets Are Heading in Different Directions
Investors are fleeing Chinese markets – and for good reason...
The Busiest Trading Day of the Year Is Almost Here
Reconstitution day is only a little more than a week away...
A Wave of Credit Trouble Is Getting Closer
The façade of a "healthy economy" is starting to crack...
Avoid Macro Pitfalls With This Smart Framework
Julian Robertson let certain macro trends get in the way of his usual playbook...