Retail investors are crushing the pros and that’s rarely a good sign. Owen Lamont says “dumb money” wins often mark bubble territory.
One notable absence: Buybacks. Buffett refrained from repurchasing Berkshire shares for the fifth straight quarter, a meaningful signal in itself. Berkshire stock has risen roughly 5% year-to-date, ...
The preliminary decision to block Cosette's acquisition of Mayne Pharma sets a bad precedent and would weaken Australia's capital markets.
Pzena Investment Management says extreme global dispersion has created a fertile environment for value investors.
Earnings stay strong and AI capex surges, but rising risks and rich valuations test how long profits can keep carrying ...
Holding it doesn’t abate risks such as modest consumer price inflation; yet owning it at today’s prices creates a significant ...
Why investors are turning to factor-based ETFs to capture active-style returns with passive-style fees, transparency and ease.
The Metrics managing partner says private real estate debt may offer the protection investors search for when things look toppy.
Gold’s surge into the $4,000s highlights powerful demand drivers, supply limits, and why the metal remains both compelling ...
The 2025 quasi-Nobel Prize for Economics was shared among three men for their work on how creative destruction drives ongoing ...
From where we sit, Gemini’s unrelenting rise highlights something that should have been obvious all along: Google can win the ...
Before we get carried away with the AI revolution, perhaps we should check in on how our silicon overlords are handling ...