Latest posts
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10 Monday AM Reads
My back-to-work morning reads: • Vanguard Conquered the ETF World. Where It’s Aiming Next. Salim Ramji, who came over from BlackRock, inherits a firm built on Jack Bogle’s low-cost passive gospel since 1975 — and a challenge nothing like the one Bogle faced.. Here’s how CEO Salim Ramji plans to bring the asset-management company’s low-cost, high-return……
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TSMC’s Insider Buying Wave Comes With a Bigger AI Question for Investors
Taiwan Semiconductor insiders are ramping up open-market share purchases as strong Q2 guidance, 2nm demand, and AI-driven analyst upgrades support a bullish outlook for TSM stock.
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Looking Beyond CrowdStrike? 3 AI Security Stocks Stand Out
With CrowdStrike shares trading above analyst targets, DataDog, Qualys, and Guidewire offer AI cybersecurity exposure with strong earnings, guidance increases, and analyst support.
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Philip R. Lane: The rise in defence spending and the euro area economy
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Somalia facts of the day
The fruits of better security are plain to see. “Business is booming,” says Gamal Hassan, the commerce minister. New buildings are going up at a frenetic pace. The district around the airport, in particular, has grown much denser (see satellite images). Dahab Tower, a 26-floor confection of luxury flats, a mall, a gym and a…
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Historic retailer gets lifeline after warning it could collapse
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Private credit under strain as troubled loans swell
FT analysis shows signals of stress in the market are back to levels last seen in 2017
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Why Maga came for Europe
Trump’s new right sees the continent as both ancestral home and ideological battleground
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10 Sunday Reads
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • If You Get in a Car Crash, the Risk Is Growing Your Insurance Won’t Pay: Denial rates are climbing, and the policy you thought you bought may not be the one that responds. Americans require a policy as a condition of driving, but it……
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Is Best Buy the AI Winner Hiding in the Electronics Aisle?
Truist Securities upgraded Best Buy to Buy with a $95 price target, citing rising sales of AI-enabled gadgets ahead of the retailer’s earnings report due later this month.