Archive

Streaming Is Getting Expensive... and That's a Good Thing

The streaming industry isn't doomed...

• DIS
• NFLX
• PARA
• WBD

The FTC's Shortcomings Are a Boon for This Bank

Regulators' inability to rein in Big Tech has caught the attention of dealmakers...

• AMZN
• ATVI
• LAZ
• META
• MSFT

Why Nasdaq Decided to Restrain Big Tech

Six stocks are keeping the market alive this year...

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

Tough Choices Are Coming for Many Americans

The "easy money" era is over...

Navigate Tough Markets by Investing in Optionality

In times of uncertainty, investors should focus on businesses with multiple revenue streams...

• GOOGL
• NFLX

The Market Is Getting Bullish... And That's a Problem

This is a clear sign of excessive optimism in the market...

The Right Way to Handle the March Bank Failures

JPMorgan Chase may have something else up its sleeve...

• JPM

A 'Big Bath' May Be Just What the Market Needs

Even Cisco looked like it was doomed to fail...

• AMZN
• CSCO
• GOOGL

American Companies Can't Afford to Burn More Cash

Corporate America is closing in on Great Recession territory...

Walmart Pioneered 'The Customer Is Always Right'

Walmart isn't the only one obsessed with tracking data...

• AMZN
• WMT