Archive

Good News... Earnings Are About to Look Much Worse

When a company expects bad news, a smart management team doesn't drag it out...

Making Opportunity Out of a Market Crisis

When danger hits, turn that danger into a change point...

'Captive Capital' Will Dictate the Private-Equity Market Next Year

Apollo sees the writing on the wall...

• APO

This Private-Equity Giant Moved to Bermuda... Here's Why

This business can now follow Warren Buffett's method...

• APO

A Drastic Pivot for This 'Tiger Cub'

Investors think this fund's string of successful years is coming to a close... for good.

• APO

The Market Is Getting a Little Too Comfortable

The credit markets are always better at forecasting risk...

Investing in What People Want

It's not always enough to look at how "good" a business is...

5G Is Finally Facing a Pushback... Here's Why That's a Good Thing

What looks like a case of NIMBYism could actually be the first 5G pushback...

• AMT
• T
• VZ

This Dutch Conglomerate Just Got the Lifeboat It Needs

Most investors have lost faith in Philips...

• ENXTAM: EXO
• PHG

Warning Signs From a Business on the Brink of Collapse

Folks have stopped paying attention to the lingering issues for office real estate...

• WE