Articles

Articles from our Weekly Newsletters

School for Scoundrels

As put by one observer, “We rule the world. The world doesn’t know this yet.” One is reminded of a remark by economic historian Dharma Kumar about Cambridge nearly a century ago, “Time is a device to prevent everything from happening all at once; space is a device to prevent it all happening in Cambridge.”

Yield Curves & Style Rotations: Omen or Deception?

The signals suggest the regime may be changing, and we should be prepared for that possibility. However, until that becomes more evident, we must take advantage of what the market has to offer.

Wall Street to Warsh: Skip the Guidance, But Tell Us What You Think About the Economy

In his zeal to avoid signaling where interest rates are headed, Federal Reserve Chairman Kevin Warsh has obscured something else that’s crucial to investors, analysts and other policymakers: How he would react when challenged by the economy.

Apple’s $600 Billion Rally Fueled by Traders Fleeing AI Selloff

Investors are flocking back to Apple Inc. as nervousness about artificial intelligence spending weighs on the stocks of chipmakers and cloud-computing giants.

SK Hynix Shares Plunge Most on Record in Deepening Korea Selloff

South Korea’s AI-fueled stock rally came under renewed pressure Monday as SK Hynix Inc. tumbled by a record 15%, underscoring growing investor concerns that the boom has become overstretched.

How’s Inflation? Depends How It’s Measured

The official data will be released tomorrow, but if past trends continue, the US inflation rate will come in higher than most Americans are used to, but still relatively low.

AI Is Breaking the Memory Chip Business Model

Investors who piled into SK Hynix’s $28 billion blockbuster Nasdaq debut on Friday should be aware: The business model on which the world’s leading memory chip makers are thriving is set to shift to one that requires a bit more strategic and financial gambling.

The Evolution of Dividend Growth Investing in the ETF Era

Dividend growth investing is inherently long-term in nature. The philosophy emphasizes companies capable of growing earnings, cash flow, and dividends over time, with the goal of generating a growing income stream alongside capital appreciation potential.

State Street Tapped as Default for Trump Account Investments

Money flowing into President Donald Trump’s newly created accounts for children will initially be invested in a State Street Corp. exchange-traded fund, as the US Treasury Department prepares to roll out the program.

The Return to Flying Faster Than Sound Will Start Small

The Federal Aviation Administration is resurrecting the dream of passengers flying faster than the speed of sound after it recently proposed lifting a ban on supersonic flights over land, which has been in place for more than five decades.

Where to Invest Now as US Stock Markets Get Bubbly

The US equity market, with the S&P 500 hovering near all-time highs, is expensive. This isn’t controversial. Depending on which measure you use, US stocks have arguably been overpriced for several years.

Bitcoin-Backed Muni Bond Fails to Get New Hampshire Sign Off

New Hampshire’s executive council voted down a proposal to bring the first Bitcoin-backed bond to the municipal market.

Japan’s Yen Fix Starts With Its Pension Cash Coming Home

Finance Minister Satsuki Katayama pulled a genuine surprise on Friday when she announced toward the end of a regularly scheduled press conference that the government would pursue policies to encourage its massive pension funds to invest more at home. Details were sparse, and the yen wasn’t mentioned directly.

Meta Is Ushering In the Era of the K-Shaped Company

Silicon Valley has long considered itself an egalitarian utopia — a place where rebelling against hierarchy is encouraged and good ideas are supposed to bubble to the top, regardless of who has them. The reality has always been more complicated.

Advisor Perspectives’ Top Articles in June Cover Practical Concerns

The articles that dominated the views in June were very much focused on the realities of investing, addressing everything from how inflation can affect your returns to incorporating AI into retirement evaluations.