Morningstar Chief US Market Strategist Dave Sekera thinks this small-cap stock may have bottomed out. “I think this one could ...
Persistent inflation, rising energy costs, and fundamental geological challenges, such as declining ore grades, are forging a ...
Haque, W. (2026) The New Software Cost Curve under Agentic AI: Development Economics, Pricing, and Labor Impacts. Journal of ...
The bottom line: Our fair value estimate for no-moat Fortescue remains $16.60. Shares are overvalued, trading 40% above our intrinsic assessment. This is likely due to spot iron ore remaining strong ...
Despite growing concerns over LNG oversupply and narrowing price spreads, U.S. Gulf Coast LNG exports are likely to remain ...
Gold and silver have seen some wild trading swings after hitting record levels, but should investors expect that to continue?
The proof is regional. The United Arab Emirates did not hollow out the state by lowering taxes; it multiplied throughput, ...
AI coding tools are stripping cost and friction out of software development, turning tasks that once took teams weeks into ...
For nearly a decade, Derek Falvey served as the central decision-maker guiding the Minnesota Twins through one of the most ...
Analysis of liquidity, regionalization, and the new asset allocation strategy. Key themes: commodities, AI infrastructure, and defense.
Which approach is better is a very nuanced question I can’t answer, but I do know that another half hour in savings could ...
Red flags may abound, but so do arguments for an extended equities streak. Keeping clients on an even keel is crucial.