Self-fulfilling expectations of inflation are rising, and a bunch of longer-term inflationary pressures are on the way.
A new book by Mark Roe argues convincingly why pressure on companies to earn short-term profits isn’t causing the harm critics say it is.
The big question for Wall Street: Did March 14 mark the start of a durable rally, or is this merely a dead-cat bounce of the type that often occurs in bear markets?
For people who prided themselves on their socially conscious investing, the Ukraine war has revealed fundamental flaws in ESG investing, as the right thing to do before Russia invaded has suddenly switched.
Whisper it quietly, but maybe the yield curve isn’t quite as useful as many think as a recession alert.
There are reasons you might be tempted to buy the dip, but investors can’t count on the Federal Reserve to help them out.
For years, investors have only had to deal with one overarching market narrative at a time: Covid, then reflation, then supply-chain inflation, then a tardy Fed, then war. Now things are getting more complicated.
Every crisis brings busts, and the global disruption caused by Russia’s invasion of Ukraine may well bring more.
When crude prices double or more in a year, bad things often happen. The Arab oil embargo and the Iranian Revolution offer different templates for what could happen next.
It looks like traders are judging that Ukraine won’t be that bad for Wall Street for now, but expect markets to keep swinging about as reality intrudes.
Investors should pay close attention to the long-run trends that Russia’s attack will intensify, because they probably mean more inflation and slower growth.
Inflation, low interest rates and the lessons of the 1970s tie the Federal Reserve’s hands.
Nasdaq is the go-to global market for tech. But that is exactly why London should be appealing, as local investors starved of growth stocks lavish it with attention it is unlikely to receive on the other side of the pond.
Stakeholder capitalism has turned out to be standard shareholder capitalism, with a smiley face.
Big Tech stocks are having outsize moves partly because investors are wrestling with major unknowns, any of which could hit stocks hard.
Does this mark the rebirth of what was a dying strategy? Or was this just another spasm, already fading as technology stocks rebound?
There’s plenty of money to be made from oil before the dirty fuel is no longer needed, just as there has been from cigarettes. This is the fifth Streetwise column in a series on sustainable investing.
Investors who think they can both save the world and make a profit need to get back to basics, our columnist writes. This is the fourth in a series on sustainable investing.
ESG investing often isn’t fulfilling its primary purpose—and when it does it’s probably a bad investment, our columnist writes.
The claim that investors will make more money investing in green bonds is patently absurd. This is the second in a series of Streetwise columns on sustainable investing.