Newsletters2025-01-04T07:54:08-05:00

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Generational Disruption

November 08, 2023 | Warner Bros. Discovery reported third-quarter earnings before the bell Wednesday, and boy, it wasn’t pretty.

Welcome Back (To The Office)

November 07, 2023 | Not even a year ago, we heard how challenging it had been for companies to keep staff. Now, not enough people are leaving their jobs. 

Stash of Cash

November 06, 2023 | Relief for homebuyers: You might not have to pay excessive fees to real estate agents. 

Short-Term Rentals Collapse

November 04, 2023 | Companies like Airbnb spotted a niche and a growing demand, bringing to life the concept of short-term rentals and reshaping global tourism. Yet, it seems that nothing good lasts forever.

Fallen Apple

November 03, 2023 | When Apple reports earnings, Wall Street watches with a careful eye. This summer, Apple’s weighting in the S&P 500 swelled to nearly 8%, the biggest of any stock in the index’s history.

Powell’s Comments Backfire

November 02, 2023 | Jerome Powell subbed in a new word to describe the economy’s growth rate, calling it “strong,” which is, apparently, an improvement from “solid” — the word he used last time around.

WeWork, WeFailed

November 01, 2023 | The days of WeWork might be numbered after a Wall Street Journal report this week signaled the end for the coworking spaces provider.

Gloomy Earnings

October 31, 2023 | We’ve talked about this a few times recently, particularly for Big Tech companies, but investors haven’t loved this quarter’s corporate earnings reporting season, nor have business execs been particularly excited, either, despite solid results.

The Little Guys

July 15, 2024 | Last Thursday, the stock market had a pretty big reversal, particularly affecting the Magnificent Seven mega-cap stocks and AI-related investments.

A New Era

July 14, 2024 | The global transition to a low-carbon economy is poised to be the most substantial economic transformation since the Industrial Revolution, requiring an estimated $150 to $200 trillion in investments over the next three decades.

Money Machines

July 12, 2024 | Steve Eisman, a senior portfolio manager at Neuberger Berman Group, just shared his bullish outlook on U.S. mega-cap technology stocks, saying investors “have to own the big, large-cap tech stocks.”

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