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Editor-curated in-depth pieces from our 120+ archive. Tagged by region and theme.
Themes
- AI infrastructure compute build-out
- GCC sovereign capital deployment
- Asia semi cycle phase reading
- Energy transition vs petrostate cashflow
Latest in Deep Analysis
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60% of Americans Own Stock: That's Still Too Low. Here's the Contrarian Case for Why It Matters.
A little over half of Americans own stock, which means that too many people are missing out on the wealth-building power of capitalism.…
Why the upcoming jobs report could send 10-year and 30-year Treasury yields surging
Another hot jobs report could also pressure the Federal Reserve to raise interest rates again in October.…
The Social Security COLA Trap: Why Your Buying Power Might Still Shrink
Modest COLA increases cannot always offset high inflation.…
Social Security COLA Countdown: Here's Why Retirees Could Get Their Biggest Increase in 4 Years
Retirees can expect a significantly higher Social Security increase next year.…
3 Reasons Why Nvidia Fits Warren Buffett's Investment Style
While Buffett has never owned Nvidia, the stock has several traits that fit his approach.…
Broadcom Stock Is Back Where It Ended 2025, but Its Earnings Are About 43% Higher. Is It a Buy?
The chip designer's AI forecast has only risen since the stock peaked in June. Has the sell-off gone too far?…
Inside AT&S and the race to make the critical layer beneath AI chips
Managing Asia’s Christine Tan goes inside AT&S’s Malaysia plant, where CEO Michael Mertin explains why IC substrates — the high-tech base layers beneath AI chip…
This Simple Stock Market Strategy Has Produced 13% More Return With 27% Less Volatility
It's not exciting or flashy, but it has delivered for investors over the past 50 years.…
CFTC Chairman Michael Selig Predicts a Massive Wave of Asset Tokenization. Here's How to Get Ahead of This New Investment Trend.
A few winners of the tokenization trend are emerging, but it's still the early innings.…
The Pentagon Is Buying eVTOLs. Here's Which Stock Wins the Defense Money.
Archer's defense strategy could give it an edge over Joby.…
Powerful nor'easter causes coastal flooding and knocks out power to parts of the northeast U.S.
Tens of millions of people were in the path of the nor'easter, which was forecast to affect the mid-Atlantic area and New England throughout the weekend.…
VIG's Strange Rule: The Highest-Yielding Dividend Growers Aren't Allowed In
That rule makes a lot of sense for this exchange-traded fund once you understand why it's in place.…
Why Is PepsiCo's Stock Down 10% While the S&P 500 Is Up 13% in 2026? Here's the Only Answer I Can Think of.
PepsiCo is muddling through a rough patch, but it is severely lagging this key competitor.…
Is It Too Late to Buy GE Vernova After Its 45% Gain in 2026?
The long-term outlook for GE Vernova appears positive, and with an investing plan in place, investors can take full advantage of the potential upside.…
OpenAI expands review of model behavior after more rogue agent incidents emerge
OpenAI is conducting an extensive review of misaligned model activity after disclosures involving an Australian government portal and other websites.…
Why Xi believes the U.S. and China can overcome the 'Thucydides Trap'
In May, Chinese President Xi Jinping asked U.S. President Donald Trump whether the countries could avoid destructive rivalry. Now, it seems, he thinks they can…
This may be the ‘missing piece’ for investors looking to boost AI exposure
Matthews Asia portfolio manager Andrew Mattock delivers a strategy that revolves around the world's second largest economy.…
The Strategic Bitcoin Reserve Is Closer Than Ever to Being Signed Into Law. Is Bitcoin About to Soar in Value?
Congress just moved one step closer to a Strategic Bitcoin Reserve. Here's why that doesn't mean a sudden Bitcoin price surge.…
Greg Abel Personally Bought $68 Million of Berkshire Stock in 2022, Years Before Becoming CEO. Here's Why That Early Bet on Himself Still Matters for Berkshire Shareholders Today.
Greg Abel has skin in the game, committing early to eating his own cooking.…
China wants in on U.S. AI data center boom. Here's why
Chinese data center manufacturers see U.S. AI infrastructure demand as an opportunity, but roadblocks remain…
Amazon Is Spending $220 Billion on Data Centers. Here's Why That Makes The Stock an Incredible Buy
Investors don't need to be concerned about Amazon's spending, as it's providing tangible returns.…
‘We lived within our means’: I earned $30,000 as a pastor and still retired comfortably. Why don’t you tell people that?
“As a country, we have grown dangerously comfortable.”…
Why bond-market volatility hasn’t spilled over into stocks
The bond market has a reputation for being boring. But lately, it has been the source of much of the action in the U.S.…
Bitcoin Is Not the Only Cryptocurrency With a Halving. Here's Why It's Time to Put Zcash (ZEC) on Your Investment Radar.
Zcash's privacy functions significantly differentiate it from Bitcoin despite also having a halving mechanism.…
SCHD Is Brilliant. Here's Why I Think This Dividend ETF Is Even Better.
These funds have different approaches for investing in dividend stocks.…
The "Magnificent Seven" Stocks Explained: Apple, Microsoft, Nvidia, Alphabet, Amazon, Meta, and Tesla. Here's the 1 I'm Selling.
The "Magnificent" description makes sense given what these tickers were doing at the time. As the old adage goes, though, nothing lasts forever.…
Would Trump's Proposed Diesel Export Ban Reduce U.S. Energy Prices? Actually, It Might Backfire. Here's Why.
Trump might not follow through on an export ban, but if he does, it could cause more harm than good for Americans -- and energy stocks might suffer, too.…
The 2027 Social Security COLA Forecast Just Got an Upgrade: 3 Reasons It's Too Soon to Celebrate
Don't bust out the party hats just yet.…
Here's Exactly Why Wall Street Thinks Argenx Stock Could Soar 23% Over the Next 12 Months
There are good reasons behind analyst's bullish views of this biotech stock.…
Amazon Has No Dividend. Here's Why Long-Term Investors Should Own It Anyway.
With a stock price that has rocketed up 66,570% over the past 25 years, investors shouldn't question Amazon's capital allocation policy.…