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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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Anheuser-Busch InBev Stock: Bud Light’s Investing Story May Have Been Canceled
BUD Has Fallen To The Cancel Culture We have previously covered Anheuser-Busch InBev SA/NV (BUD)…
SVB Financial to sell investment banking unit to management team
SVB Financial Group has reached a deal to sell its investment banking division to a…
Zuora: Take Advantage Of This Momentum (Price Target Increase) (NYSE:ZUO)
Right now, as investors get back into risk-taking mode, the market is suddenly re-discovering a…
Billionaires find big wins in big government
The writer is chair of Rockefeller InternationalIn 2010, amid the global boom in billionaire fortunes,…
Investors Should Not Live In Fear Of A Recession
Main Thesis & Background The purpose of this article is to evaluate the broader macro-backdrop…
Fidelity pushes into European corporate lending as banks retreat
Fidelity International is expanding into European business lending as asset managers seek to exploit gaps…
Cass Information: A Strong Performer That Continues To Become Stronger (NASDAQ:CASS)
Investment Overview Cass Information Systems (NASDAQ:CASS) is a proven high-quality company that consistently grows revenue…
Benjamin Netanyahu says Intel plans $25bn investment in Israel chip factory
Intel has agreed “in principle” to invest approximately $25bn in a new chipmaking factory in…
Earthstone Announces Novo Acquisition; Cheaply Valued And Potential Upside (NYSE:ESTE)
On June 15, 2023, Earthstone Energy, Inc. (NYSE:ESTE) announced its agreement to acquire Novo Oil…
Terror attack on Vienna pride parade thwarted by Austria’s intelligence agency
Austria’s intelligence agency has thwarted an Islamist terror attack on Vienna’s annual gay pride parade,…
Enphase Stock: A Buy Ahead Of Pivotal Q2 Earnings (NASDAQ:ENPH)
Solar stocks continue to be out of favor. The relative strength of the Invesco Solar…
Germany’s economic model needs updating
Recent data out of Germany paints a bleak near-term picture for Europe’s economic powerhouse. Its…
HYGV: Smart Beta High Yield Fund
Thesis The FlexShares High Yield Value-Scored Bond Index Fund (NYSEARCA:HYGV) is an exchange traded fund.…
GM tries to catch Tesla by following its supply chain playbook
General Motors plans to open a fourth battery plant in the US heartland, part of…
CME Group: A Good Defensive Financial Pick (NASDAQ:CME)
Investment Thesis CME Group (NASDAQ:CME) is currently down over 25% from its all-time high last…