Archive

Here's Why We're Not Out of the Woods With Inflation

The Fed isn't ready to lower interest rates yet...

How to Forecast With Confidence and Stay Nimble

We only know what we know now...

If Buyers Become Sellers, Real Estate Is in a Bind

Things could get much worse for residential real estate, homebuilders, and other parts of the housing market...

• BX

Look Out for Possible Big Tech Breakups

Big Tech is still pretending that it doesn't have an issue...

• AAPL
• AMZN
• GE
• GEHC
• GOOGL
• META
• MSFT

Big Tech Has Gone From Boom to Doom

A Big Tech downturn looks likely...

• AMZN
• CRM
• GOOGL
• META
• SNAP
• VMEO

Clearing the Air Around Unemployment

Don't listen to the people claiming unemployment data is unreliable...

Innovation Is Getting Faster – Here's How to Keep Up

Tech adoption rates are so fast, I wouldn't blame you for feeling left behind...

• GOOGL

Macro Hedge Funds' Inflation Bets Paid Off – for the Wrong Reasons

It's window-dressing season in hedge-fund land...  The start of the new year is usually a time for funds to take a victory lap. Those that did well in the previous year will use it to their advantage. It's a good chance to get their names out there... recruit new clients... and even cement their legacies […]

This Fertilizer Giant's Best Days Are Behind It

This company is expecting another banner year... But that doesn't mean the trend will continue forever.

Look Out for Changes to the Agriculture Industry

Agricultural companies will face a lot of scrutiny thanks to new climate goals...

• VEGI