Investor Essentials Daily

Let’s see how activism works for this tech-focused fund...

Caterpillar (CAT) and its shareholders finally put the 15-year tax battle behind them and can focus on the future of the company...

Oil and gas companies have been historically volatile due to commodity prices. When there’s a sharp fall in crude oil prices, their profitability is plummeting....

We are finally getting out of our homes after the intense period of lockdowns and restrictions....

Many people remember the Dot-Com Bubble as a time of tiny, no-revenue internet companies generating millions of dollars in IPOs, only to go bankrupt a few years, if not only months, later....

Former Goldman Sachs employee and hedge fund manager Jim Cramer has been getting lots of criticism since he started his show “Mad Money” on CNBC in 2005....

Companies in the U.S. have started to invest in infrastructure to make supply chains more efficient and resilient....

There have been a lot of discussions recently about how last year’s semiconductor shortage led to overproduction and a glut, just as spending was slowing down due to higher interest rates....

There are rising concerns in hospital staffing due to the burned-out doctors, nurses, and all other medical staff experience after the years-long battle against COVID-19. Additionally, these medical staffs are aging and retiring, adding to the attrition issues....

Government and stocks are inextricably linked. Almost nothing makes that more obvious than when midterms are on the horizon....

2022 has been a nightmare for many hedge funds. Despite the name, not every fund is prepared for this much volatility, leaving many underperforming even in this terrible market...

The U.S. recently announced new measures on tech exports which will make it extremely difficult for Chinese companies to obtain or manufacture advanced computer chips...

Companies enjoyed the low cost of debt and access to “cheap money” for a decade, but now, the environment changes...

Last week, we mentioned how Moderna (MRNA) successfully developed the mRNA vaccine and benefited from it. But it wasn’t alone...

All inflation matters, but we ought to spend more time looking at future inflation and less time on past inflation...

Actively managed funds charge management and performance fees to investors...

OPEC announced in early October that it would cut back on production going forward to keep oil prices around $90, where oil players make a lot of money...

Rising interest rates hurt all kinds of businesses...

There is opportunity in crisis – something we just saw in action during the pandemic...

Prime Minister Liz Truss and her new cabinet set their sights on fighting inflation as soon as they took office. Only, their first attempt was so disastrous, it may have caused more harm than good...