Economic Briefing
Investors and traders will likely closely monitor these economic events scheduled for the week of July 29–August 1, 2025, as they provide critical insights into consumer confidence, housing demand, labor…
Economic Briefing
What's going on with the economy and what to look out for.
Economic Briefing
Investors and traders should closely monitor the seven economic events scheduled for the week of July 15–18, 2025, as they provide critical insights into inflation, housing demand, producer prices, labor…
Economic Briefing
Investors and traders should closely monitor the seven economic events scheduled for the week of July 15–18, 2025, as they provide critical insights into inflation, housing demand, producer prices, labor…
The Various Hypotheses For the Cause(s) of the Air India Dreamliner Crash
The Air India Flight 171 crash, involving a Boeing 787-8 Dreamliner on June 12, 2025, in Ahmedabad, India, killed 241 of 242 people on board and at least 24 on…
Japan, Land of the Rising…Yields?
Bond yields provide critical insights into economic expectations, inflation, and currency valuation. Higher bond yields, especially on government bonds, can signal expectations of stronger economic growth. Lower yields suggest economic…
Missing Their Target
A risk premium is the additional return an investor expects to receive for taking on extra risk compared to a risk-free investment, such as a government bond. It represents the…
What Ails UnitedHealth? (updated)
The Fortune 500 is an annual list compiled by Fortune magazine. It ranks the top 500 U.S. companies by total revenue and is typically released around this time each year.…
Panning for yield.
Most investors, particularly when they first start investing, are primarily concerned with capital appreciation. Parents saving for a child’s college education will only withdraw from those savings once their son…
Is Alphabet in the Soup?
Challenges Facing Alphabet's Business in 2025 Alphabet Inc., the parent company of Google, remains a dominant force in technology, with a market capitalization of nearly $2 trillion and a business…
The S&P has made no progress over the past six months, and Warren Buffett is stepping down.
The S&P 500 total return, including dividends, is essentially unchanged since November 4th, 2024, the day before the presidential election. Given the attention given to market volatility in those six…
Growth at a Reasonable Price? Amazon.
Let's keep this quick. Amazon reports after the close, the stock is essentially where it was four years ago. It's growing faster than Walmart but is trading at about five…