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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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Northvolt receives $400mn funding from Canadian pension fund
One of Canada’s largest pension groups has invested $400mn into Northvolt, as the Swedish battery…
DuPont Stock: Healthcare Offers Long Term Growth (NYSE:DD)
DuPont de Nemours (NYSE:DD) would be an excellent addition to a long-term portfolio with its…
Military briefing: Russian ‘Alligators’ menace Ukraine’s counteroffensive
Russia’s “dragon teeth” tank traps, minefields and multi-layered fortifications are just one set of obstacles…
CII: Solid Results For This Covered Call Fund (NYSE:CII)
Written by Nick Ackerman, co-produced by Stanford Chemist. This article was originally published to members…
The bull run in emerging market currencies can extend
The writer is head of global foreign exchange, interest rates and emerging markets strategy research…
Hersha Hospitality Trust: Undervalued But Financial Performance A Concern (NYSE:HT)
Introduction I have written about several hospitality REITs in the past few months, covering select-service…
Alibaba replaces longtime chief and chair in management shake-up
Alibaba’s longtime leader Daniel Zhang is being replaced as chief executive and chair of the…
Autodesk: Optimistic Prospects (NASDAQ:ADSK) | Seeking Alpha
Mixed near-term prospects for Autodesk (NASDAQ:ADSK) continues to deliver strong revenue and profit growth but…
China cuts benchmark lending rates as policy easing picks up
China has cut two benchmark lending rates for the first time in almost a year…
This Week’s Sentiment Review: Not Bullish Enough For A Large Downturn
Every two weeks we plan to summarize what investors expect over the intermediate to long…
British American Tobacco reshuffles board in strategy shift for new chief
A major boardroom reshuffle at British American Tobacco will create a new chief operating officer…
Alibaba Stock: High Risk-High Reward (NYSE:BABA)
Investment thesis Alibaba's (NYSE:BABA) stock has been substantially undervalued for a long time. There is…
PwC and KPMG drawn deeper into Brazilian retailer’s accounting scandal
The accounting firms PwC and KPMG have been drawn deeper into the scandal over collapsed…
Urban Outfitters: Sale Till Stocks Last, Reiterate Buy (NASDAQ:URBN)
Investment Thesis As highlighted in my previous article, Urban Outfitters (NASDAQ:URBN) stock remains a preferred…
Alexei Navalny calls on Russians to back new anti-war campaign
Alexei Navalny, Russia’s most prominent opposition activist, urged his countrymen to join a new information…