Archive

Don't Bet on a Soft Landing

Not all asset classes lose value during a downturn...

The Year I Didn't Buy Stocks

The setup in stocks will get worse from here...

Commercial Real Estate Is About to Cause a Milder 2008

U.S. banks have far too much exposure to this corner of the market....

Bank Regulations Couldn't Come at a Worse Time

The Fed is setting us up for an even deeper credit crisis...

America's New Trade Buddy Is a Major Boon for This Company

There's a wave of nearshoring heading for Mexico...

• FLEX

Two Worrying Signs for the Credit Market

Credit has incredible predictive power...

We Aren't Out of the Inflationary Woods Yet

Investors are waking up to the stock market's looming risk...

Thank TikTok for This Auto-Safety Company's Rising Returns

This anti-theft business has been picking up automakers' slack...

• ITRN

Competition Is Coming for the Biggest Drug on Earth

Investors seem to be paying close attention to the pharmaceutical industry...

• ABBV

The Ride-Hailing Industry Finally Picked a Winner

This company now controls three-quarters of the ride-hailing market...

• LYFT
• UBER