Archive

This Streaming Transformation Was Worth the Wait

It took a while for the market to realize what this business was up to... And it was several years before the benefits became clear.

• NFLX

A Private-Credit Pioneer Is Leading the Industry to Failure

This huge business is losing some of its charm, particularly when it comes to one company...

• PSEC

Forget Gold – Dividend-Paying Stocks Are the Golden Ticket

It's not like you can shave off a piece of your gold bar and watch it grow right back...

• MO

Japan Isn't Done Setting Records

Japanese companies are making more money than ever before...

An Impossible Choice for Boeing's New CEO

Investors are in for a big surprise, no matter what Boeing decides to do next...

• AIR.PA
• BA

Investors Haven't Bought Up All the AI Players Yet

This company has been quietly making moves in AI... And it should continue to outperform relative to expectations.

• IBM

Consumers Have Run Out of 'Rainy Day' Money

Households have been spending more than they're saving – driving their excess savings down...

Be Your Own 'Devil's Advocate'

Great investors, and great thinkers in general, embrace that there's a lot they don't know...

Don't Follow PE Into the Real Estate Fray

Rather than rushing to find investments, PE firms are now waiting for disaster to strike...

So Much for Moody's No. 1 Rule

The credit-ratings agencies are being far too generous with these risky companies...