Nike’s Margin Plan Must Prove Itself Monday. Here’s the Bar.
With the stock down about 45% from its 52-week high and EBIT margins near multi-year lows, Monday’s investor day is…
A 5.15% Treasury Is Pulling Capital Out of Brazil. Argentina’s Banks Are Betting It Won’t Last.
The dollar at a 19-month high is cleaving emerging markets in two, and EWZ versus ARGT is the trade that…
Jensen Huang: Elon’s $119 Billion Plan Will Be “Extremely Hard”
A note from our friends at Brownstone Research(ad) Editor’s Note: Former $900 million hedge-fund manager...
Hancock Whitney Is Buying Trustmark for $3.2 Billion. Here Is the Case for HWC Today.
The deal creates a $58 billion Gulf South bank, but the real question is whether $205 million in promised cost…
MUFG Now Pays You to Own It. What That’s Worth.
A record first-half profit and a ¥200bn buyback show a shift in shareholder returns.
‘The Prophet’ Warns: It’s Only Going to Get Worse
A note from our friends at MarketWise(ad) Dear Reader, Across America, there’s been violence, protests,...
Nvidia Has No Successor. That Is the Real Crisis.
With the board weighing Jensen Huang’s future and prediction markets at about 80% odds of his removal, the governance hole…
UK GDP Just Handed the Bank of England Its Permission Slip
Gilts, sterling and money markets are telling a more complicated December story than the headline 0.7% suggests.
Trump Is Replacing the U.S. Dollar
A note from our friends at Porter & Co(ad) Editor’s Note: Porter Stansberry has just...
First Solar’s 58% Gross Margin Hides a Single-Point Policy Risk
With FSLR around $181 and consensus near $256, the gap runs through Washington.