Author: News Room
News Room
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Key News Asian equity markets cheered the readout from the US-China trade talks in London, as Taiwan and South Korea…
The Trump administration and congressional Republicans seem intent on peeling back some basic regulatory framework introduced by the Sarbanes-Oxley Act…
The Alpha Opportunity Hiding in Plain Sight In the investment world “alpha” is a measure of outperformance—those precious extra risk-adjusted…
The Consumer Price Index (CPI) came in at 0.1% for May- lower than the expected 0.2%. This softer-than-expected reading was…
Republican lawmakers in the Senate on Tuesday unveiled their version of the higher education component of the “big, beautiful” reconciliation…
BlackRock, the world’s largest asset manager, is turning its back on long-term Treasuries—and that’s rattling the bond market. That, in…
I first made Allison Transmission (ALSN) a Long Idea in June 2020 and most recently reiterated my thesis in August…
Trump and Pardons In 2025, President Donald Trump issued a series of high-profile pardons and commutations, notably surpassing his previous…
Saving enough money is half the battle for a comfortable retirement. After years of diligently building up your nest egg,…
A quietly steepening European yield curve signals opportunity while America’s remains stubbornly flat In the cacophony of market noise surrounding…