Investor Essentials Daily

China has become a dominant industrial superpower, controlling a significant portion of the world’s essential resources and boasting a massive manufacturing workforce, which has raised concerns in the West...

Activist investors are targeting Victoria’s Secret (VSCO) due to its prolonged underperformance and failure to adapt to shifting consumer preferences....

The U.S. Senate’s proposal to phase out wind and solar tax credits by 2028 poses a major threat to the solar industry...

School buses must be replaced regularly for safety and efficiency, and with nearly half of the U.S. fleet over 10 years old and orders lagging since the pandemic, a surge in replacements is likely...

After the 2008 crisis, regulators introduced the Supplementary Leverage Ratio (SLR) to force banks to hold capital against all assets, even low-risk ones like U.S. Treasuries...

Although online shopping is growing, over 83% of U.S. retail still happens in physical stores, and most purchase journeys now blend online research with in-store visits....

Adobe’s move from boxed software to Creative Cloud subscriptions in 2011 transformed its revenue from lumpy, product-based spikes into predictable, recurring income, driving market cap growth from roughly $16 billion to over $175 billion...

Artificial intelligence spending has surged with U.S. companies investing over $300 billion in the last five years and tech giants poised to pour in over $1 trillion more...

Investors have steadily shifted from active mutual funds toward low-fee index funds, with active funds’ share of AUM falling from 82% in 2009 to 49% today...

Innovations from the telegraph to AI often spark intense, short-lived rallies in the companies behind them that don’t topple the wider market but flood pioneers with funding....

Expansion is often seen as a sign of strength and future growth for companies. However, this isn’t always the case...

Cybersecurity is now critical as remote work, cloud use, and sophisticated threats grow, with phishing up nearly 30% globally and VPN attacks hitting over half of companies...

Tobacco products have remained a reliable staple because nicotine’s addictiveness keeps demand steady even when prices rise or regulations tighten...

Businesses are shifting ad budgets online, with digital spending rising to 73% of the $1.1 trillion global total in 2024, driven by video, influencers and mobile optimization...

In early April, markets plunged after Trump’s tariff announcement reignited fears of a global trade war...

Cheap stocks often trade at low valuations for clear reasons and the majority of them don’t offer bargains...

Companies like Microsoft, Meta and Alphabet are spending billions of dollars on data centers despite economic and geopolitical headwinds...

Elon Musk’s decision to dial back his political activities and refocus on Tesla (TSLA) sent the stock up over 6%, but the company is still grappling with other challenges...

The pandemic’s supply-chain disruptions spurred massive U.S. policy shifts aimed at boosting on-shore manufacturing...

The real winners will be the companies that can use AI effectively and monetize their solutions in the coming years....