Investor Essentials Daily

Over the past two decades, the global economy has changed dramatically. No longer do energy conglomerates dominate lists of the world’s most valuable companies, being replaced long ago by producers of the world’s newest addiction: technology...

When many people think of automation, they think of trends like robotic factories, computer aided design, or self-driving cars. While all of these are happening, the automation movement is also happening a lot closer to home...

Earnings season starts next week. It kicks off with banks and other early reporting companies, so now is a good time to wonder how the season will look...

John Paulson’s claim to fame was his bet against the housing market in the years leading up to the Great Recession. That bet made him and his clients $20 billion dollars...

The pandemic has ushered in a new wave of mass technological adoption, one which may only just be getting started....

Only nine countries in the world possess the power and influence that comes with an arsenal of nuclear weapons...

If the world has learned anything over the course of the pandemic, it is that semiconductor chips are at the heart of almost every modern technology, from Apple iPhones to Ford pickup trucks....

If you listen to the financial media, it would make you believe the market is about to crater. The reason why? As-reported profit margin forecasts aren’t rising anymore....

When one of the greatest macro and thematic traders ever tells you that your big macroeconomic bet is wrong, you probably want to pay attention...

The market plunge from late last week into earlier this week certainly has had many investors scrambling to understand how it will impact their portfolios...

Despite what some say, the “At-Home Revolution” isn’t going anywhere...

Few people picture government contractors as the sort of companies to mint cash...

While Federal Reserve Chairman Jerome Powell largely received good marks for his keynote speech at this year’s virtual Jackson Hole meeting, many still have reservations about the Fed’s current strategy in dealing with inflation...

The cybersecurity industry is as important as ever, but that doesn’t mean you need to own its best known ETF...

When trying to value a company, we frequently think about the TAM – the total addressable market – as a crucial datapoint...

As the West catches up to places like China in the area of digital payments, cash is becoming less and less common as a form of paying for everyday items....

When Federal Reserve Chair Jerome Powell delivered his keynote speech on August 27 at the virtual Jackson Hole Economic Symposium, global central bankers, economists, and markets largely approved...

The Biden administration is cracking down on solar products produced in China under dubious conditions...

The pandemic has dealt a major blow to the business of elective procedures, with waves of infection leading to a delayed return to hospitals for elective procedures...