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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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Sickness and work is a disaster that must be fixed
Receive free Healthcare updatesWe’ll send you a myFT Daily Digest email rounding up the latest…
Karora Resources: Growth At A Reasonable Price (TSX:KRR:CA)
It was a mediocre Q2 Earnings Season for the Gold Miners Index (GDX), with the…
A malaise can be worse than a crisis
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Establishment Labs: Valuations Don’t Match Business Economics (NASDAQ:ESTA)
Investment briefing Establishment Labs Holdings Inc. (NASDAQ:ESTA) continues to sell within a range that's held…
Calibre Mining: Tracking Well Against Annual Guidance (TSX:CXB:CA)
The Q2 Earnings Season was a disappointing one for the gold sector, with the record…
ABM Industries: A Cheaply Valued Dividend King (NYSE:ABM)
Almost two years ago, I recommended buying ABM Industries (NYSE:ABM) for its reliable growth trajectory…
Blade Air Mobility: A Strong Business With Solid Potential (NASDAQ:BLDE)
In our assessment, Blade Air Mobility, Inc. (NASDAQ:BLDE) stands on firm ground, representing a valuable…
EVT: Discount Opens Up Opportunity For Long-Term Income Investors (NYSE:EVT)
Written by Nick Ackerman, co-produced by Stanford Chemist. Eaton Vance Tax-Advantaged Dividend Income Fund (NYSE:EVT)…
MGM Resorts: Pent-Up Demand Likely To Translate Into Higher Profits (NYSE:MGM)
Investment Thesis MGM Resorts International (NYSE:MGM) is a leading hospitality and gaming company with a…
Xi Jinping’s absence challenges G20 status as global leadership forum
For one western official involved in preparations for next week’s G20 summit in India, the…
IXN: Not A True Global Tech Play
"The real problem is not whether machines think but whether men do." - B. F.…
Walgreens chief Rosalind Brewer steps down after latest profit forecast downgrade
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Plaza Retail REIT: A 7% Yielding Retail REIT (OTCMKTS:PAZRF)
Introduction I have been keeping an eye on Plaza Retail REIT (TSX:PLZ.UN:CA) (OTC:PAZRF) for several…
Amgen resolves US regulator’s challenge to $28bn Horizon deal
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After A Monster Q2 Report, Nvidia Shares Are Suddenly Cheap (NASDAQ:NVDA)
Last week, Nvidia Corporation (NASDAQ:NVDA) magically turned into one of the best values in the…