Archive
Monday Takeaways: Going Nuclear
Microsoft is going all in to power its AI demands… and Amazon just purchased a data center site right next to a nuclear plant. Nuclear’s back, baby.
Sometimes a Rate Cut Is Just a Rate Cut
A 50-basis-point rate cut has historically meant a recession is coming… so why is this time different?
Trump and RFK Jr.: A Sea Change in Washington?
Finally, someone on the national stage is talking about cultural health and wellness… not handouts.
Mailbag: Debt Becomes Us
A reader asks if anyone understands debt anymore…
Dealmaker’s Diary: Cash the Check From This $50B Payroll Company
This $50 billion benefits company cuts the paychecks of 1 in 12 American workers… and has two major tailwinds in its favor.
The U.S. Is No. 1 (But There’s Trouble Brewing)
The ultra-rich founder of the world’s largest hedge fund recently unveiled the 2024 edition of his “Great Powers Index.” We’re No. 1… for now.
Buy This, Not That: A Luxury Retailer Back on the Runway
Luxury retailers are seeing the slowest growth in two decades as designer wallets and handbags have snapped shut. But one brand will be back on the runway in no time.
The World’s Most Powerful Banker Is Wrong About the Economy
JPMorgan CEO Jamie Dimon is a smart guy… but he has cried wolf so many times. So why should we listen now?
Monday Takeaways: Getting by With a Little Help From the Fed
The good news: The Fed’s rate cut means refinancing all our debt just got cheaper. The bad news? Here’s what Shah says…
Reflecting on That “Unfortunate” Rate Cut
The markets roared to new highs in response to the Fed’s long-awaited rate cut. And these sectors will benefit.