Archive
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.
This Number Is Trouble
U.S. credit card debt stands at $1.142 trillion. That’s the highest balance since tracking began in 1999… And it’s trouble.
Dealmaker’s Diary: A “Value Add” Play on Our Digital Transformation
This $7B IT firm is on the move… is cheap… and is helping make our digital transformation possible. See it here.
What Markets Seem to Be Shouting After the Big Fed Announcement
Now that the big fed announcement is over… after all the fanfare… markets seem to be shouting this one thing…
Buy This, Not That: What to Buy in Case of a “Hard Landing”
Fast food stocks tend to do well when the economy gets rough for consumers. But which fast food stock is best to buy right now?