Archive
An Uncertain U.S. Market Has Us Looking East
Chinese stocks rose by double-digits after the powers-that-be nudged institutions to support the market. Will it last?
The Problem With China’s Stimulus Deal
China has a big problem… and the government’s Hail Mary may not fix it.
Dealmaker’s Diary: A Power Player That’s Shockingly Undervalued
This infrastructure leader has phenomenal numbers… is in a critical industry… and is shockingly undervalued. Get the ticker here.
Notable Omissions From Last Night’s VP Debate
There’s a whole lot that’s impacting the economy – and the wallets of everyday Americans – right now. Here’s what the VP debate missed…
Buy This, Not That: Which Is Hotter… BABA or BIDU?
The Chinese government will do its very best to juice its economy… And Chinese blue chips have launched skyward. But what rocket should you ride higher?
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?
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.
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.