effect

One invoice that arrives two weeks late doesn’t feel like a disaster at first. But that single delay starts pulling other things apart. Recent industry data shows that 73 percent…

The company, which makes hyperconverged infrastructure including storage offerings, is partnering with AMD and betting that AI customers want flexible ecosystems.

There’s an endless debate over whether real estate or stocks are the better asset class. Although I’m a fan of both, I just realized the feel-good wealth effect adds another…

In Palm Beach, FL, luxury real estate has reached eye-popping heights: Three homes are now listed for $100 million-plus, with prices soaring as high as $205 million. The real estate market for…

I find this interview that Steve Eisman did with Evercore ISI’s Glenn Schorr to be illuminating. The Private Credit Panic. The most personally illuminating thing was the ROE difference between…

Gavekal Research predicts more stock repurchases are coming, representing an additional tailwind for the current bull market.

Key Takeaways Trump’s administration implemented reciprocal tariffs with rates varying by country, impacting trade with major partners. A new 40% transshipment tariff and suspension of duty-free de minimis imports are…

Humans like to find patterns in things that we do, leading to enduring interest in seasonal trends within the stock market. One of the most well-known of these is the…