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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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SmartRent Stock: No Serious Competition, Rapidly Riding To Profitability (NYSE:SMRT)
The following segment was excerpted from this fund letter. SmartRent, Inc. (NYSE:SMRT) You never know…
Chevron waives retirement age for CEO and reports strong oil earnings
Receive free Chevron Corp updatesWe’ll send you a myFT Daily Digest email rounding up the…
Avoiding Recession, Cooling Inflation, AI Plays, Financial Earnings With Victor Dergunov
Listen on the go - subscribe to Wall Street Breakfast on Apple Podcasts and Spotify…
‘Barbenheimer’ has year’s biggest opening weekend at N American box offices
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Airbnb: Downgrading To Sell After 40% Run. Here’s Why. (NASDAQ:ABNB)
The travel industry has rebounded nicely from the COVID-19 disaster, and Airbnb (NASDAQ:ABNB) has benefitted…
Spanish election race tight but prime minister Sánchez trails
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S&P 500: Prepping For A Pullback – Week Starting 24th July (SP500)
It's been several weeks since my last article and the S&P 500 (SPY) has continued…
Billionaire donors cool on Ron DeSantis over rightwing policies
Receive free US presidential election 2024 updatesWe’ll send you a myFT Daily Digest email rounding…
AES Corp Stock: Are We Holding A Value Trap? (NYSE:AES)
The following segment was excerpted from this fund letter. Currently, Massif Capital's portfolio has roughly…
UK banks lead global rivals in passing on interest rate benefits to savers
UK banks have handed more of the benefits of interest rate rises to savers than…
Diversified Energy: A 15% Dividend Yield Thanks To Its Strong Hedge Book (OTCMKTS:DECPF)
Introduction Diversified Energy (OTCQX:DECPF) is a producer of natural gas. The company specializes in buying…
Elon Musk says he plans to drop Twitter’s bird logo
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What Recession? Earn Lifelong Income: Realty Income (NYSE:O)
Co-authored with Treading Softly A friend texted me the other day and asked me how…
Israeli democracy is fighting for its life
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Taiwan Semi (TSM): Imploding Demand From Key Customers – $150B Gen-AI To The Rescue
The Drastic Normalization Cadence Is Here, With TSM Naturally Impacted We previously covered Taiwan Semiconductor…