Archive

We're Still Worried About Residential Real Estate

It's becoming more economical for folks to keep renting...

• EQR

Insurance Won't Follow Banks Toward Failure

Insurance companies don't care what happens to interest rates in the near term...

The U.S. Isn't Heading Toward 'Japanification'

In order for the economy to keep growing, we have to let the laggards lose...

The World's Biggest Hedge Fund Is Saving Cash for 2024

The market isn't remotely spooked about corporate health...

Internet Infrastructure Could Be the Next Big Geopolitical Warzone

It's no wonder some experts are concerned about espionage and rising geopolitical tensions...

• TEL

The Bull Market Ride Could Be Quick

Artificial intelligence can do a lot... But it hasn't figured out a way to prevent our economy from entering a recession.

• AAPL
• AMZN
• GOOGL
• META
• MSFT
• NVDA
• TSLA

The Four Possible Scenarios for the U.S. Economy

You shouldn't put too much faith in any one scenario as the absolute truth...

Debt Drives Equities... Especially When Things Get Bad

Lenders aren't willing to take on as much risk anymore...

Challenging One of America's Great Monopolies

Howard Lutnick's ambition didn't stop at the bond-buying market...

• CME

This Hotel REIT Is Closing Up Shop in San Francisco

On the surface, it appears this hotel company just doesn't like San Francisco...

• PK