The popularity of lab-grown diamonds is making me question the beauty of markets, which is their ability to place a value on pretty much anything.
We hope you find this alternative perspective based on forward-looking excess expected return helpful (and stress reducing) as you consider putting money to work in stock markets today and in the future.
Investor behaviors and preferences during the dot-com boom/bust and the current environment are similar. It's too early to label the recent speculative activity as a boom on the same scale as the late 1990s.
The central theme of “Our Dollar, Your Problem” is the global dominance of the U.S. dollar and what might dethrone it in the future. Rogoff’s concern about U.S. government debt and its possible effect on the value of the dollar is warranted.
As the specter of stagflation ripples through equity markets, investors are zeroing in on the upcoming consumer inflation report to see how close the dire economic scenario is to becoming a reality.
Jack McIntyre’s US global bond fund, aided by a slumping dollar, is posting one of the best performances in its almost two decades of existence. His challenge is convincing investors that it’s more than just a flash in the pan.
Christopher Harvey, head of equity strategy for Wells Fargo Securities LLC, has left the firm.
The Fed has long been criticized for reacting too slowly to economic developments, an inevitable consequence of relying on lagging government data. Now the Fed and BLS are likely to face even more pressure to catch up.
When it comes to fakes and dupes, of everything from Lululemon Athletica Inc. leggings to Dior handbags, imitations are most threatening when the real thing isn’t delivering.
Nvidia Corp. and Advanced Micro Devices Inc. agreed to pay 15% of their revenues from Chinese AI chip sales to the US government in a deal to secure export licenses, an unusual arrangement that may unnerve both US companies and Beijing.
Instead of pitching solutions or trying to impress prospects, you approached them like a doctor. You would ask thoughtful questions, listen deeply, and help them understand their challenges.
The AI hyperscalers that are spending hundreds of billions of dollars on data centers have dropped a windfall into the laps of the manufacturers, construction firms, building-materials makers and energy companies that make the build-out possible.
Some of the world’s biggest investors in private equity are worried they could lose their special status as thousands of retail investors get invited into an asset class that had been reserved for sophisticated clients.
At a rooftop bar on Manhattan’s Lower East Side, roughly 150 quant researchers met with employees at the artificial-intelligence startup Anthropic who implored them to consider a life away from Wall Street.
Green firms in the US have found something of a lifeline in artificial intelligence after being bogged down by high interest rates, shrinking funding and, more recently, President Donald Trump’s sharp rollback of support.
Meta Platforms Inc. has selected Pacific Investment Management Co. and Blue Owl Capital Inc. to lead a $29 billion financing for its data center expansion in rural Louisiana as the race for artificial intelligence infrastructure heats up, according to people with knowledge of the matter.
President Donald Trump plans to sign an executive order Thursday aimed at eliminating practices by banks and their regulators that result in certain customers being denied access to financial services for ideological reasons.
President Donald Trump’s sweeping new tariffs officially took hold Thursday, as he barrels forward with his turbulent push to reshape global trade.
Every time there’s fresh evidence of labor market softness, as with the July jobs report, an obvious question is raised about the health of the US economy.
Developing-nation currencies pared gains on reports that Federal Reserve Governor Christopher Waller has emerged as a top Fed chair candidate, raising confidence over the independence of the institution and boosting the dollar.
When a bet goes wrong, investors are often tempted to hold on, convincing themselves that their short-term trade was always meant to be a long-term position.
I’m taking the chance in this week’s column to share some ideas and best practices. If you aren’t the one struggling to work with a colleague, maybe you could be the “coach” for others on the team and give some guidance
If your onboarding strategy feels more like survival training, it’s time to rethink the system. Start by mapping your team’s roles and identifying who can take ownership of what.
A long-feared change to Wall Street’s plumbing is paying off — and it’s freeing up billions.
President Donald Trump will announce that Apple Inc. will commit to spend another $100 billion on domestic manufacturing, the latest pledge by the tech giant to increase US production of its products as it seeks to avoid punishing tariffs on its flagship iPhones.
Semiconductor stocks sent the emerging-market equity benchmark lower as US President Donald Trump’s threat to raise tariffs on the sector and an investigation into a theft of trade secrets at Taiwan Semiconductor Manufacturing Co. spooked investors. Developing currencies fluctuated.
Stock bulls have another reason to worry that the blistering rally in American equities may be about to cool.
With all the uncertainty around big policy questions that directly affect companies, notably tariffs and immigration, forecasting has become thorny for Wall Street analysts.
to come
Post April, many people enjoyed a well-deserved vacation from the stress, cost and downright annoyance of tax season. However, for investors looking to harvest losses to reduce the impact of capital gains, the cost of this year’s tax vacation could have been significant.
US stocks hovered around their record highs on hopes of September interest-rate cuts and as strong corporate earnings drove the biggest technology shares higher.
For too long, British oil company BP Plc denied, obfuscated and played down its troubles. The market and the media, rather than the company, was the issue.
For years, US regional banks have operated under a paradox. Like all companies, they need growth to survive and want to do so predictably.
Emerging markets resumed their rally as the prospect of central bank rate cuts and optimism about earnings boosted risk sentiment.
JPMorgan Chase & Co.’s asset management arm is partnering with Dutch online broker Bux to sell its active exchange-traded funds in customized model portfolios, as the Wall Street giant looks to break further into Europe’s retail market.
If you have health insurance through the Affordable Care Act marketplace, you are likely to see dramatic increases in your costs next year.
With AI becoming more entrenched in financial systems, the importance of balancing innovation with stringent regulatory oversight will only grow. It is through this careful balance that the financial industry can fully harness the power of AI while protecting the integrity of global markets.
Is this period different from the high-beta boom-and-bust cycle during the dot-com era? Only time will tell. While there are some similarities, key differences exist.
Distressed debt investors are piling into a new strategy to make money from troubled companies.
The dollar’s bounceback in July is convincing some emerging-market investors to bet it will keep rising in coming months.
Wall Street had a lot riding on whether this week’s big-tech earnings would meet increasingly high expectations. By and large, the companies delivered.
Swiss stocks dropped as the market reopened after a holiday, on worries about the impact from US President Donald Trump’s punitive 39% export tariff and a push for drugmakers to lower prices.
For years, equity research has struggled to develop a sustainable revenue model. The spectacular growth in private markets may provide the opening that Wall Street analysts have been groping for.
Many portfolios consist of highly appreciated, concentrated positions. Investors are hesitant to rebalance these portfolios due to concerns about paying capital gains taxes. Such hesitancy is often unwarranted.
I will point out that one particular oft-overlooked capability will most likely determine the dominant currency in the future — the ability of a currency to preserve and protect the value of intangible assets into the future.
Investors in US Treasuries will scour employment data Friday for clearer evidence of a hiring slowdown that could open the door to the Federal Reserve cutting interest rates in September.
Four months after Donald Trump shocked the world and roiled markets by unveiling a placard full of tariff rates at the White House Rose Garden, his revisions unveiled Thursday generated a more subdued response among investors.
The nimbleness of corporate America is on full display this earnings season, with a little assist from fiscal policy.
We are entering a Golden Age of big business. Or, depending on how you look at it, a Dark Age for small business.
Did tariffs help Apple Inc. to a blowout quarter?
