Every company wants a deep, wide moat. Something that protects the company from invaders barrelling in and stealing the loot. But not all moats are created equal
Central Bank Strategy: Give nothing away, keep betting big and hope for the best.
OK. So you want to know the REAL reason stocks are down? We plugged the data into our proprietary Macrodesiac Model™ to bring you the answer.
Nuclear power will be the bedrock of electricity markets around the globe.
Truss is in. GBP's stopped falling. Hopium rally inbound?
Buyback derangement syndrome and mis-allocation of capital in a low-interest rate world.
Two jobs for every unemployed person in America? And two jobs for some of the employed ones too? "Well that's what the data says"
China's finally announced the big congress meeting date and Xi's likely third term. More of the same or a brand new China?
