Surging AI capex: Macro implications of its size and return on investment?
Japan's economy is up and running, companies are making money and increasingly thinking about shareholders, and now the recent slide in share prices may offer a better entry point.
By: David Bianco
What interest rate will bring fiscal discipline to Washington?
Compared to bonds, U.S. equities are as overvalued as they were in 2003 and 2009. Back then, both asset classes were cheap. Hard to argue that this is the case again today.
Not Goldilocks for Stocks: Job market still too hot, profit growth still too cold
Officially published economic figures are regularly criticized, especially when it comes to China. Taking a look at corporate profits shows why.
Exploring other schools of thought: All schools out for summer?
