Structural drivers point to higher long-term bond yields — no matter what the Fed does, says this strategist.
Gavekal recommends a barbell approach to bonds, combining 2-year and 30-year debt while avoiding the “belly” of the curve.
Beyond the Fed and AI: This five-star manager picks small-cap stock that can become giants
The time could be ripe for smaller companies to get eaten by bigger ones. It’s one reason to give the space a second look, says this five-star…
I’m 43 with $450K in my 401(k) and $270K in one company’s stock. Is this a risky plan?
“I have $60,000 in student debt, but no other debts. I also have $70,000 in high-yield savings.”
Apple’s iPhone events have been unimpressive lately. Will this year be the exception?
The tech giant’s stock usually slumps after its big hardware reveals. But some on Wall Street believe a thin new iPhone could help Apple break…
Wall Street sees upside for stocks if Supreme Court rules against Trump on tariffs
A lot hinges on what the Supreme Court comes back with on tariffs, says Franklin Templeton strategist Rick Polsinello
My parents promised to split their estate 50/50, but my mother gave my brother real estate. Is that fair?
“The trust dictates my brother should receive an equal amount.”
Nebius’ stock is surging. Why Microsoft just inked a deal with the cloud company.
CoreWeave’s stock is rising as well, as big hyperscalers could partner more with neoclouds to meet booming AI demand.
‘Frenzied as ever’: This Dan Ives–led Worldcoin treasury purchase is only the latest example of market madness
The 3,000% surge in Eightco Holdings on the purchase of a digital asset that can be acquired independently is just the latest example of what…
The jobs slowdown actually means the recession’s over, not starting, argues Morgan Stanley
Friday’s weak jobs data provided further proof that the U.S. is transitioning to an early-stage recovery, says Morgan Stanley strategists.
These are the stock-market trades to make going into the end of the year, according to Goldman Sachs
An unwind of the AI trade represents the clearest potential catalyst for a reversal, says Wall St bank