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Politics And The Markets 05/03/26
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Before The FOMC Blackout – October 2023
By Robert Eisenbeis, Ph.D. As we approach the FOMC's November meeting and the blackout period…
Let’s pause for breath and consider our shared humanity
A few evenings ago, I walked out of a small family-run restaurant into a quiet…
DoubleVerify: Priced For Likely Great Performance (NYSE:DV)
DoubleVerify (NYSE:DV) provides advertising technology. The company has achieved a stable and high growth and…
The humbling of the maths snobs
Stay informed with free updatesSimply sign up to the Life & Arts myFT Digest --…
Profiting From An Increasingly Volatile Market
Facts do not cease to exist because they are ignored."― Aldous Huxley. The overall market…
Financiers stick to ‘Davos in the Desert’ plans despite Middle East war
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
PPG Industries Has More To Offer Than The Current Price Suggests (NYSE:PPG)
These are challenging times for specialty chemical companies focusing on coatings, as the market seems…
Federal Reserve warns of growing geopolitical risks to global financial system
Stay informed with free updatesSimply sign up to the Global Economy myFT Digest -- delivered…
Hanesbrands: Still Falling Short (NYSE:HBI)
In February, I believed that investors in Hanesbrands Inc. (NYSE:HBI) were standing in their shorts.…
Hamas releases two American hostages taken from Israel
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Remitly Global: Time To Send The Money Home (NASDAQ:RELY)
In the summer of last year, I believed that it was time to get upbeat…
BlackRock-backed US carbon pipeline scrapped in face of opposition
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Sentiment Speaks: Do You Care About Gold? Well, You Should
This is now my second article on metals in the last week. And, the main…
Biden’s vast diplomatic challenge in the Middle East
When Joe Biden embarked on his maiden trip to the Middle East as president last…
QuantumScape: Embracing The Solid-State Future Of Batteries (NYSE:QS)
The investment rationale for the energy storage sector is straightforward: conventional fuel sources are dirty,…