Archive

Banks Are Wrong About the Next Recession

We're wrapping up the busiest part of earnings season... And as always, some key themes emerged as businesses reported first-quarter numbers. So let's take a moment to look back at the companies that kicked it off... the banks. One of the big stories for banks this earnings season was bigger-than-expected loan loss reserve builds. Loan […]

• BAC
• JPM

The Founding Fathers Are Fueling the Next Bull Market

If only Jack Ma had built his business empire in the U.S...

• AMZN
• BABA
• TSLA

Outside-the-Box Places to Find Interest-Rate Investments

Some types of companies thrive when rates rise...

• ATVI
• CNC

It's Time for Builders to Prosper

Investments in construction and engineering are about to ramp up...

This Coffee Chain Cracked the 'Work From Home' Code

This company knew it had to change its pandemic strategy...

• SBUX

This Trend Is Making the Fed's Inflation Battle Harder

Everyone's favorite "Goldilocks" scenario isn't going to happen...

One Word to Improve Your Investment Results

Candor goes a long way in life...

The Market Doesn't Care About This Bank's Record Layoffs

Performance isn't the only thing that matters...

• BLK
• GS
• MS

Venture-Backed Valuations Are Sinking Fast

Payment processor Stripe was a venture capital ('VC') darling during the pandemic... Stripe specializes in online payments. It makes it easier for businesses to sell online. That meant a huge boost in business when consumers were stuck at home, buying all manner of items online. However, the company recently shared some bad news... It announced […]

• EEFT
• FOUR
• IIIV
• MA
• SQ
• TOST
• V

This Real Estate Bid Might End in Regret

Some companies are still desperate to get deals done...

• LSI
• PSA