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Buy This, Not That: Is CEG a “Buy” Thanks to Microsoft?
Microsoft put the energy sector on notice with its blockbuster deal with Constellation Energy. Does that make the energy company a “buy”?
This “Clock” Says It’s a Good Time to Invest
The economy, by design, is complex and chaotic. No one has all the answers, but what we do have are systems that improve the odds…
Monday Takeaways: The Most Important Players in the Room
A red-hot labor market has some analysts questioning whether the Fed cut too much… But the bigger question is… who’s really in charge of interest rates?
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.