The Challenges of the China Market
HAve you noticed that more and more companies are finding the Chinese market is a headwind for companies? You’re not alone. Automotive companies, clothing retailers, beauty products, and many more are...
2 Juli 25min
Is The Oil Crisis Over? Or Is It Just Beginning?
Oil prices have plunged in recent weeks as the war in Iran appears to be coming to a halt. But why did predictions of $200 oil never materialize? We discuss the underlying dynamics. We also covered a ...
1 Juli 19min
Picking the Winners of the Honeywell Breakup
The Honeywell International of 10 years ago is now six different publicly traded companies. This week, Honeywell International split with Honeywell Aerospace to complete the pre-planned separation. Ty...
30 Juni 27min
Rocket Lab Shakes Up Satellite Communications
Jon, Matt, and Rachel dissect the latest breakup news from Comcast as the media giant intends to spin off assets under its NBCUniversal entity. This could unlock value but could shake up the streaming...
29 Juni 21min
The AI Headlines You Should Be Most Suspicious Of
The companies dominating AI headlines right now may not be the ones actually winning. In fact, according to Julie Averill, the loudest signals are often the ones most worth questioning. As former glob...
28 Juni 28min
401(k) Champions and Soaring Value Stocks
Most of the education about work-sponsored retirement plans comes from the employer or the plan provider. But you could be a source of knowledge and encouragement to your colleagues, friends, and rela...
27 Juni 21min
The New Villian in Tech
Memory prices have skyrocketed because of AI demand and that’s not extending into the consumer market after Apple raised prices on nearly all of its products. We discuss why memory is up and how Silic...
26 Juni 41min
Nuclear Energy Gets a Big Government Boost (Again)
If it wasn’t apparent already, the Federal government has made expanding the fleet of nuclear reactors a strategic priority. This week, the Department of Energy announced a new financing deal that wil...
25 Juni 24min
