THE ECONOMIST MAGAZINE (May 1, 2025): The latest issue features ‘The Taiwan test‘….
China has a new chance to call America’s bluff
The relief they are banking on needs to come fast
It would then have every right to strike back
Gold is on a historic run, fueled by uncertainty and buying by central banks and individuals. How it fits in a portfolio.
Questions about succession will be front and center when shareholders convene May 3 in Omaha for the company’s annual meeting.
Many long-term munis now look like bargains. How to get tax-equivalent yields of up to 8%.Long read
THE ECONOMIST MAGAZINE (April 24, 2025): The latest issue features Trump’s first 100 days, and beyond….
He has already done lasting harm to America
Jerome Powell wins a reprieve. But expect more showdowns between the White House and the Fed
Migration from Africa is a mega-trend that transcends today’s populist surge
Interpretability techniques are powerful, but must be used with care
BARRON’S MAGAZINE (April 12, 2025): The latest issue features ‘Heartland Revival’ …
Tariffs will threaten the region’s newfound prosperity, but its economic gains may prove surprisingly durable
President Trump’s tariff policy has set off a wave of selling in the stock and bond markets. These savvy investors are buying, too.
Denmark’s economy was reshaped by Novo Nordisk and obesity drugs. That identity now is under attack on multiple fronts, from science to geopolitics.
The immediate market crisis over President Trump’s tariffs may have eased, but problems in the bond market could easily recur.
Consider defensive portfolio moves or even selling a used car as some of Trump’s tariffs remain in place.
THE ECONOMIST MAGAZINE (April 3, 2025): The latest issue features ‘Ruination day: How to limit global damage‘….
But the rest of the world can limit the damage
A big beautiful opportunity
Our poll shows Syrians trust their new leader, Ahmed al-Sharaa. So should the West
Under President Javier Milei, Argenti
BARRON’S MAGAZINE (March 29, 2025): The latest issue features ‘AI’s Next Phase’….
Investors are increasingly searching for AI’s payoff. The recent tech correction offers opportunities to grab stocks like Reddit, Intuit, and more at lower valuations.
After years of lagging behind the U.S. market, Germany, France, and other nations are playing catch-up. What the pros are buying now.
U.S. agriculture exports are at high risk for retaliation when reciprocal tariffs start on April 2.
THE ECONOMIST MAGAZINE (March 20, 2025): The latest issue features Rise of the superhuman….
Finding ways to live much longer—and better—shouldn’t be left to the cranks
The Russian president wants to suggest that Ukraine is just a detail in a wider relationship
The rule of law is at stake
But the “enhancement” industry is still hobbled by out-of-date regulation
THE ECONOMIST MAGAZINE (March 13, 2025): The latest issue features America’s new foreign policy…
To avoid being crushed, they need a better plan than flattery and concessions
A fresh critique of migration is gaining ground. Liberals must take it seriously
Like the stockmarket, the dollar is also suffering from falling confidence and rising confusion
MIT SLOAN MANAGEMENT REVIEW (March 11, 2025): The spring 2025 issue focuses on innovation, developing KPIs, building a learning culture collaborating on climate initiatives, and more.
Outsiders can spark new thinking by challenging norms and spotting overlooked opportunities.
Replacing onsite design-thinking sessions with virtual ones fundamentally changes the innovation process and outcomes.
Causal ML enables managers to explore different options to improve decision-making.
BARRON’S MAGAZINE (March 8, 2025): The latest issue features ‘The Money Men’ – Wall Street giants BlackRock and Blackstone are increasingly getting into each other’s business…
Stephen Schwarzman and Larry Fink are increasingly all up in each other’s business. Just look at BlackRock’s new Panama Canal deal.
Stick with companies that have tariff protections or benefit from the president’s trade actions.Long read
Alternative investments such as private credit and cryptocurrency can diversify investment portfolios. But not all investors need them—and not all alts are created equal.
When you picture a quant hedge fund manager, you probably imagine a secretive, wildly idiosyncratic James Bond–villain type. Asness doesn’t really fit the bill.Long read
Companies like Apollo and KKR are angling for retirement savers with new funds. Investors in 401(k)s should be wary.Long read
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