Category Archives: Financial

Finance Preview: Barron’s Magazine – Oct 23, 2023

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BARRON’S MAGAZINE – October 23, 2023 ISSUE:

Brokerage King Charles Schwab Won’t Be Dethroned. Here’s Why.

Brokerage King Charles Schwab Won’t Be Dethroned. Here’s Why.

For some advisors, the move to Charles Schwab from TD Ameritrade didn’t go smoothly. Chances are, they’ll stick around anyway.

How to Play Investors’ Growing Interest in Bonds

How to Play Investors’ Growing Interest in Bonds

Asset managers’ shares are cheap, and the companies could benefit from an upturn in investment flows. Sizing up BlackRock, T. Rowe Price, and more.Long read

Making of a Mortgage Giant: Loopholes and Nonprofits

Making of a Mortgage Giant: Loopholes and Nonprofits

The Change Company was touted as a community-development leader. It became the country’s largest provider of exotic mortgages.Long read

Crypto Is Lobbying Congress Hard. It Wants More Than a Bitcoin ETF.

Crypto Is Lobbying Congress Hard. It Wants More Than a Bitcoin ETF.

The crypto industry wants laws passed that clarify how it will be regulated.Long read

Why Rising Home Prices Aren’t Always Good for Retirees

Why Rising Home Prices Aren't Always Good for Retirees

Home equity accounts for almost half of the median net worth of homeowners 60 and older.4 min read

Athleisure Is Bigger Than Ever. Here’s How to Play It.

Athleisure Is Bigger Than Ever. Here’s How to Play It.

Apparel that straddles athleticwear and loungewear has become Americans’ de facto uniform. Here are the companies best positioned to profit from it.Long read

Previews: The Economist Magazine – Oct 21, 2023

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The Economist Magazine (October 21, 2023): The latest issue features ‘Where will this end?’ – Only America can pull the Middle East back from the brink; Are American CEO’s overpaid?; The holes in export controls; Argentina’s radical option, and more….

The stakes could hardly be higher in the Israel-Gaza conflict

Only America can pull the Middle East back from the brink

America’s Republicans cannot agree on a speaker. Good

How the GOP could yet, inadvertently, further the national interest

Poland shows that populists can be beaten

A victory for the rule of law in the heart of Europe


Finance Preview: Barron’s Magazine – Oct 16, 2023

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BARRON’S MAGAZINE – October 16, 2023 ISSUE:

Why Apple Wants Its Chips Made in a Desert

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Rising geopolitical tensions are stoking demand for U.S. semiconductor production. What to watch—and how to invest.

Oil Prices Could Spike Above $100 if the Israel-Hamas War Widens

Oil Prices Could Spike Above $100 if the Israel-Hamas War Widens

So far, the fighting has affected oil prices only modestly, in contrast to past wars in the Middle East. That could change, depending on Iran’s role.

Insurance Stocks Have Been Hammered. 6 Picks for the Rebound.

Insurance Stocks Have Been Hammered. 6 Picks for the Rebound.

Insurers have been hit by a one-two punch of natural disasters and lackluster financial markets. But there’s a silver lining: the profits and surpluses that come with rising premiums.

Don’t Make This Common Medicare Open Enrollment Mistake

Don't Make This Common Medicare Open Enrollment Mistake

Enrolling in the wrong plan can cost you hundreds of dollars a year.

Where We Would Invest $100,000 Right Now

Where We Would Invest $100,000 Right Now

Walmart, Moderna, Tesla, and IBM are among our favorite ideas for the current market.

Previews: The Economist Magazine – Oct 14, 2023

Israel’s agony and its retribution

The Economist Magazine (October 14, 2023): The latest issue features Israel’s Agony and its Retribution; America’s health-care rip-off; Technocrats vs Populists; The backlash against greenery; Rwanda wants to be Africa’s new cop on the beat; A corner of Italy that is forever China

Will Israel’s agony and retribution end in chaos or stability?

Much depends on its offensive in Gaza—and its politicians and neighbours

Briefing

Hamas’s atrocities and Israel’s retaliation will change both sides for ever

The miscalculations of Israel’s and Gaza’s leaders are being laid bare


Finance Preview: Barron’s Magazine – October 9, 2023

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BARRON’S MAGAZINE – October 9, 2023 ISSUE:

12 Picks to Play the Future of Healthcare, From Our Roundtable Pros

12 Picks to Play the Future of Healthcare, From Our Roundtable Pros

Weight-loss treatments aren’t the only big deal in medicine. Our 2023 healthcare roundtable explores the best investing opportunities.

Small-Cap Funds Are More Promising Than They Have Been in Years. Buy These.

Small-Cap Funds Are More Promising Than They Have Been in Years. Buy These.

Small-cap stocks continue to be overlooked. These funds have the edge to reward investors when they finally take off again.Long read

Why Booking Shares Could Rise 41% in a Slowing Travel Market

Why Booking Shares Could Rise 41% in a Slowing Travel Market

The travel website has high margins, low overhead, and lots of free cash flow. The current business has deep strengths in Europe and its rolling out new products.4 min read

A European Carbon Tax Is Coming. What It Means for the World.

A European Carbon Tax Is Coming. What It Means for the World.

With the tariff, climate policy is now being written directly into trade rules, forcing major industrial companies to expedite efforts to reduce emissions, shift trade patterns, or pay up.Long read

Revenge Travel Is Dead. What Comes Next.

Revenge Travel Is Dead. What Comes Next.

After two years of putting up with anything to visit must-see destinations, travelers are looking for more bliss, less stress.Long read

Previews: The Economist Magazine – October 7, 2023

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The Economist Magazine (October 7, 2023): The latest issue features Governments jettisoning the principles of free markets; Africans losing faith in democracy and how the ousting of House Speaker Kevin McCarthy is bad for America and worse for Ukraine….

Are free markets history?

Governments are jettisoning the principles that made the world rich

Why Africans are losing faith in democracy

The alternatives will undoubtedly be worse

The ousting of Kevin McCarthy: bad for America, worse for Ukraine

His successor should seek cross-party support to keep funding the war

Finance Preview: Barron’s Magazine – October 2, 2023

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BARRON’S MAGAZINE – October 2, 2023 ISSUE:

What the Job Market’s Baffling Strength Means

What the Job Market’s Baffling Strength Means

Unemployment remains near historic lows even after the Fed’s aggressive rate hikes. What’s behind the job market’s resilience—and why it could last.

Strikes in Detroit and Hollywood Are Just the Beginning

Strikes in Detroit and Hollywood Are Just the Beginning

After decades of losing ground to corporate cost-cutting and globalization, labor unions face their biggest opportunity in years to forge a comeback. It won’t be easy.

General Dynamics Stock Is a Buy. A Shutdown Doesn’t Change That.

General Dynamics Stock Is a Buy. A Shutdown Doesn’t Change That.

The defense contractor’s shares are cheap and the company is growing faster than its peers.

What Cava’s Board Chair Looks for in Restaurant Investments

What Cava’s Board Chair Looks for in Restaurant Investments

Ron Shaich, head of Act III Holdings, founded and later sold Panera, and then backed Cava, this year’s IPO sensation. What he’s investing in now.

Car Insurance Premiums Have Gone Through the Roof. It’s Going to Get Worse.

Car Insurance Premiums Have Gone Through the Roof. It’s Going to Get Worse.

The rising costs of new and used cars has fueled soaring claims costs—19% year over year in August. The situation hurts drivers. insurers, and investors.

Previews: The Economist Magazine – Sept 30, 2023

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The Economist Magazine (September 30, 2023): The latest issue features The war in Ukraine is a powerful reason to enlarge—and improve—the EU; Why fear is spreading in financial markets; A humanitarian disaster is under way in Nagorno-Karabakh…

The war in Ukraine is a powerful reason to enlarge—and improve—the EU

Nine new countries, including Ukraine, are vying to join

Why fear is spreading in financial markets

Investors have begun to confront the long-haul reality of high interest rates


A humanitarian disaster is under way in Nagorno-Karabakh

And Russia may also be destabilising its old ally, Armenia

Finance Preview: Barron’s Magazine – Sept 25, 2023

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BARRON’S MAGAZINE – SEPTEMBER 22, 2023: The latest issue features the $50 Billion question – How Ozempic and Wegovy could break the healthcare system.

How Ozempic and Wegovy Could Break the Healthcare System

How Ozempic and Wegovy Could Break the Healthcare System

Between cost and demand, the latest breed of weight-loss drugs could transform healthcare in the U.S.—for good and ill.

How a Government Shutdown Could Hurt Retirees

How a Government Shutdown Could Hurt Retirees

Social Security checks will keep coming, but expect other complications.

China Is in Trouble, but It’s Not as Bad as Some Think

China Is in Trouble, but It's  Not as Bad as Some Think

Those ready to write off the country underestimate the resources of policy makers and the power of an $18 trillion economy that is home to 1.4 billion people.Long read

This Busted Bank Merger Is Fixing Itself. Its Stock Is Worth Buying.

This Busted Bank Merger Is Fixing Itself. Its Stock Is Worth Buying.

Four years after it was created, Truist Financial is finally dealing with the issues that have damaged it. The case for investing now.Long read

Previews: The Economist Magazine – Sept 23, 2023

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The Economist Magazine (September 23, 2023): The latest issue features ‘Ukraine faces a long war’ – A change of course is needed; Its backers should pray for a speedy victory—but plan for a long struggle.

Ukraine faces a long war. A change of course is needed

Its backers should pray for a speedy victory—but plan for a long struggle

The war in Ukraine has repeatedly confounded expectations. It is now doing so again. The counter-offensive that began in June was based on the hope that Ukrainian soldiers, equipped with modern Western weapons and after training in Germany, would recapture enough territory to put their leaders in a strong position at any subsequent negotiations.

If India ordered a murder in Canada, there must be consequences

Hardeep Singh Nijjar

Western countries have for too long acquiesced to the Indian government’s abuses

For years, India objected to Western strategists lumping it together with its violent and chaotic neighbour in the phrase “Indo-Pakistan”. Now recognised as a fast-growing giant and potential bulwark against China, India claims to have been “de-hyphenated”. Yet the explosive charge aired this week by Justin Trudeau suggests that diplomatic recalibration may have gone too far. Canada’s prime minister alleges that Indian agents were involved in the murder in Vancouver of a Canadian citizen sympathetic to India’s Sikh separatist movement