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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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Live news: China data shows economic weakness as property slowdown continues
New Zealand’s economy has been tipped into recession as bad weather, strikes and faltering services…
Microsoft Stock: AI Leadership To Drive Returns (NASDAQ:MSFT)
Thesis In its most recent earnings, Microsoft Corporation (NASDAQ:MSFT) reported strong earnings that were beyond…
India’s north-eastern Manipur riven by ethnic violence
Indian authorities are struggling to quell an ethnic conflict in the north-eastern state of Manipur…
Boxlight: Avoid On Near-Term Execution Risks And Renewed Margin Pressure (NASDAQ:BOXL)
Note: I have covered Boxlight Corporation (NASDAQ:BOXL) previously, so investors should view this as an…
HSBC and Standard Chartered pressed by Hong Kong to take on crypto clients
Hong Kong’s banking regulator is pressuring lenders including HSBC and Standard Chartered to take on…
Fed Special: Rates Held, Powell’s Tell And Market Impact With Chaim Siegel
Listen on the go! Subscribe to Wall Street Breakfast on Apple Podcasts and Spotify Chaim…
Citigroup job cuts set to hit 5,000 in first half of 2023
Citigroup will have cut 5,000 jobs by the end of the month, mostly in investment…
Chart Industries: Mr. Market Needs Constant Reassurance (NYSE:GTLS)
(Note: This article was in the newsletter on June 7, 2023.) Chart Industries, Inc. (NYSE:GTLS)…
Canada freezes activity at ‘China’s World Bank’ after infiltration claims
Canada has frozen all activity at the multilateral lender known as “China’s World Bank” after…
XTN: Equal-Weighted Transportation ETF Mitigating Sector-Specific Risks (NYSEARCA:XTN)
Launched by State Street Global Advisors and managed by SSGA Funds Management, Inc., the SPDR…
Guatemala court convicts high-profile journalist of money laundering
A Guatemalan court on Wednesday convicted one of the country’s best-known journalists of money laundering…
Modine Manufacturing Company: The Future Is Promising And Valuation Is Reasonable (MOD)
Investment Thesis Modine Manufacturing Company (NYSE:MOD) designs and manufactures engineered heat transfer systems and components…
Rishi Sunak set to face prolonged run of by-elections
Rishi Sunak has set in train two perilous by-elections in Tory seats next month but…
Stem: On The Right Track With All Eyes On H2 2023 (NYSE:STEM)
Since our last update released in mid-April, Stem (NYSE:STEM) seems to be back on track,…
Boris Johnson found to have committed ‘multiple’ contempts of parliament
Boris Johnson will be found to have committed “multiple” contempts of parliament in a report…