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Core inflation’s climbing, labor market’s tight—are investors ignoring the signs?

The financial world is abuzz with speculation: Is the Federal Reserve finished with its rate-cutting cycle? Recent economic indicators suggest that the answer might...

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The Fed’s rate-cutting will give the stock market just what it needs — and wants

Lower interest rates will create a surge of financial-market liquidity.

M&A should get a boost from Trump’s election — but most deals are doomed to fail

CEOs face pressure to do ‘something big’ but more often do something wrong.

Singapore REITs Monthly Update (October 12th, 2024)

  FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased from 702.98 to 700.03 (-0.32%) compared to last month’s update. Singapore REITs is...

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Institutional investors are accumulating Vital Farms (NASDAQ: VITL) stock, indicating confidence in its future growth, supported by strong financial performance, expansion plans, and growing...

The Lithium Triangle’s Rise In The EV Race

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The Nightview Fund Q3 2024 Investor Letter

This has produced our favorite kind of moat: High capital expenditures (i.e. CapEx) + Long Implementation Time: an advantage we believe no legacy...

Wall Street Breakfast Podcast: Ford Hit With $165M Fine

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