Investor Essentials Daily

We just witnessed some of the first old-school bank runs since the Great Depression. Silvergate Capital and Silicon Valley Bank both failed. Only, this isn’t exactly the same...

The markets got off to a hot start this year, before starting to give it all back in late February and early March...

Quant funds did pretty well in 2022. With the volatility and uncertainty in the market, focusing on very short-term pricing discrepancies has turned out to be an advantage for them as opposed to betting on the market’s direction....

China’s extended “Zero Covid” policy halted the economy for years, and it could never truly recover because of it...

The utility sector is usually known to be safe and recession-resilient due to its business models and how these companies operate....

Capex Supercycle is here, and companies have already started investments in supply chains and infrastructure....

Banks are some of the earliest companies to report each earnings cycle, and their results can be a harbinger for the rest of the economy....

Fund managers usually make the headlines with their exceptional performances, both in good or bad directions, but sometimes they make the headlines with their personal life...

The office landlords cannot seem to recover since the pandemic hit...

With the energy crisis happening predominantly in Europe, coal has started to gain importance once again...

The semiconductor industry has been crashing because of the falling demand for technological products, especially mobile phones and computers...

We’ve been bullish on the supply chain cycle for a while. We think the next bull market will be built upon the massive infrastructure reinvestment that’s getting underway today. However, the supply-chain supercycle doesn’t come without its fair share of downside...

The waters are wavy for one of the largest hedge funds in the world, the legendary hedge fund manager Ray Dalio is exiting his firm, Bridgewater Associates, after 48 years...

Energy has been a complicated field since the beginning of 2022 when the war in Ukraine began...

Supply Chain Super Cycle is here, and companies are already taking the necessary steps to make sure they improve their supply chains...

Two weeks ago we talked about the resurgence of activism in the investment industry....

There are a lot of unprofitable companies that are burning cash out there....

The world is moving further toward digitalization, and cashless payment systems are becoming more and more important each day....

With increasing research and development spending, the pharmaceutical sector continues to grow and innovate....

Last year was a bad year for the public markets. Major indexes took their biggest losses in years, both stocks and bonds fell for the first time since 1969, and some of the biggest gainers from the last bull market came crashing down....