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The China commodities supercycle is over. Will there be another?
Waking from a nap at his desk, Xiao, a steel trader from Wuhan in central China, reflects on how, at…
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Is corporate America going Maga?
Last week Amazon announced plans to release a “behind the scenes” documentary about Melania Trump, produced by the incoming US…
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Why the EU is split over raiding Russian assets
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SL Green Realty: New York City Is Not San Francisco (NYSE:SLG.PI)
Thesis SL Green Realty (SLG) is a NY office REIT. Office REITs have been in…
White House embraces ‘Bidenomics’ as it seeks to woo sceptical voters
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I-Mab Gets New CEO After Long Search. Sale Of The Company Coming Next?
After 18 months without a chief executive, innovative drug maker I-Mab (NASDAQ:IMAB) could finally be…
European airport boss calls for scrutiny of rising airfares
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Brookfield Infrastructure Is One Of The Best Income Plays On The Market (NYSE:BIP)
Introduction It's time to talk about Brookfield Infrastructure Partners LP (NYSE:BIP) and its twin, the…
Fears grow of deepfake ID scams following Progress hack
When Progress Corp, the Massachusetts-based maker of business software, revealed its file transfer system had…
A Week In The Markets: Preparing For The Latest Economic Updates
This article was written byMatthew Sauer is the Founder and Chief Investment Officer of the…
Russia and its propagandists strive for normality after Wagner uprising
When warlord Yevgeny Prigozhin’s fighters were marching on Moscow, Margarita Simonyan, an arch-propagandist who is…
FTEC: Expensive Valuation After Rally In H1 2023
Introduction Back in April 2020, we wrote an article analyzing the Fidelity MSCI Information Technology…
India gears up for multibillion-dollar battery subsidies
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Tencent: Long-Term Decline In Profitability, Unattractive Valuation
Investment thesis This year, Tencent's (OTCPK:TCEHY) stock significantly underperformed the U.S. stock market and many…
China’s $7tn energy overhaul sparks battery ‘gold rush’
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The Smart Way To Invest In EPR Properties: The Preferred Shares (NYSE:EPR)
This article was first published to members of my service on June 23th 2023. All…
The myth of autocratic competence takes another hit
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