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What economists got wrong in 2025
Welcome back. As this is my last edition before the new year, it seems a fitting moment to look back…
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Europe’s rocky relations with Donald Trump
Gideon talks to Jens Stoltenberg, Nato's former secretary-general, about Ukraine and Europe's strategic priorities after recent scathing criticism from US…
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MaxCyte: Still Bullish Despite Soft Q2 Earnings (NASDAQ:MXCT)
MaxCyte (NASDAQ:MXCT) recently reported their Q2 earnings with a beat on revenue, and a 5.9%…
Google: Tech Giant With Minimal Downside And Significant Upside (NASDAQ:GOOG)
Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) is almost flat over the last year, just being up ~8% year…
PPA: Is This Aerospace & Defense ETF Set To Soar?
Investment Thesis The Invesco Aerospace & Defense ETF (NYSEARCA:PPA) has outperformed the Industrial Select Sector…
Nvidia: Why I Believe The Recent Dip Is An Opportunity (NASDAQ:NVDA)
NVDA,AI NVIDIA Corporation (NASDAQ:NVDA) is going through the largest transformation of its business model which…
Mercury Systems, Inc. (MRCY) Q4 2023 Earnings Call Transcript
Mercury Systems, Inc. (NASDAQ:MRCY) Q4 2023 Results Conference Call August 15, 2023 5:00 PM ET…
Bloomberg LP has a new CEO
Receive free Mark Carney updatesWe’ll send you a myFT Daily Digest email rounding up the…
Jiayin Group Inc. (JFIN) Q2 2023 Earnings Call Transcript
Jiayin Group Inc. (NASDAQ:JFIN) Q2 2023 Results Conference Call August 21, 2023 8:00 AM ET…
T. Rowe Price Group: A Core Dividend Generator (NASDAQ:TROW)
For long-term income-oriented equity investors, global investment manager giant T. Rowe Price Group, Inc. (NASDAQ:TROW)…
InPlay Oil: Make This Play On The O&G Sector (TSX:IPO:CA)
All figures are in CAD unless otherwise noted as that is the company's reporting currency.…
Palo Alto Networks Earnings: Friday’s Surprise Delivers Value, 44x EPS (NASDAQ:PANW)
Investment Thesis Palo Alto Networks (NASDAQ:PANW) reported results on Friday, after the close. The oddest…
Paris Olympics promises Seine clean-up after pollution spoils triathlon
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VNQ Offers Shelter Amid An Expensive Market
Thesis Readers familiar with our approaches know that we like to start with the big…
Goldman Sachs explores investment adviser sale in retreat from mass market
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Wall Street Breakfast Podcast: Marsh Deal For Honan Insurance
Listen below or on the go on Apple Podcasts and Spotify Marsh & McLennan (MMC)…
Mukesh Ambani’s $19bn financial services company makes weak Indian market debut
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