Top Story SpaceX Launches. The Future Remains Murky.
Where SpaceX stock goes from here could offer insight into how strong investor appetite remains for all that’s cutting-edge. The SpaceX initial public offering...
00:00 3 mins read
ACTIVIST INVESTING SEE ALL >
Aurinia Pharmaceuticals and Four More Stocks See Activist Action
Activists also report to the SEC on Victoria’s Secret, Dell Technologies, Valaris, and Universal Technical Institute. These disclosures are from 13Ds filed with...
3 mins read
Smith & Nephew and 4 More Stocks See Action From Activist Investors
Activists also report to the SEC on Groupo Aeroportuario del Sureste, Constellium, Satellogic, and Oorvo. These disclosures are from 13Ds filed with the Securit...
3 mins read
Orthofix Medical and 5 More Stocks See Action From Activist Investors
Activists also report to the SEC on BioLife Solutions, Garrett Motion, Life Time Group Holdings, Infleqtion, and CBL Properties. These disclosures are from 13Ds...
3 mins read
Ashland, GeneDX Holdings, and 3 More Stocks See Action From Activist Investors
Activists also report to the SEC on Alkami Technology, Satellogic, and Dynatrace. These disclosures are from 13Ds filed with the Securities and Exchange Commiss...
3 mins read
ADVISOR INVESTING SEE ALL >
Here Are the Top 250 Private Wealth Management Teams of 2026
As the rich get richer, the top wealth management teams are growing, too. It is no secret that the nation’s wealthiest individuals—the billionaire class—are exp...
2 mins read
Trapped in a Private-Credit Fund? Here’s What You Can Do.
Some asset managers are limiting redemptions amid growing worries about private credit. Financial advisors explain how they help clients who want out. Private-e...
6 mins read
Barron’s State-by-State Ranking Went to 1,500 From 1,200 Advisors. Here’s Why.
Barron’s 18th annual state-by-state ranking of financial advisors has gotten bigger—and, we’d argue, better than ever. Barron’s has ranked financial advisors si...
3 mins read
Here Are the Alternative Investments Money Pros Like Now
Investments that zig when stocks and bonds zag have exploded in popularity. Investment advisors share their favorites, as well as some to avoid. Alternative inv...
7 mins read
AEROSPACE AND DEFENSE SEE ALL >
Honeywell Stock Offers 2 Ways to Win
The company plans to split in two later this month. Both entities are worth owning. Investors are creatures of habit. They look to find situations that have wor...
6 mins read
Sports Betting Is Ancient History
Readers weigh in on World Cup betting, markets fearing tighter money, SpaceX IPO’s effect on index funds, buying SpaceX at the IPO price, and Apple CEO Tim Cook...
2 mins read
The Great, Big, Boring SpaceX IPO
In the end, the space company’s debut was relatively mundane. The SpaceX initial public offering was expected to deliver exciting twists and turns , fireworks,...
4 mins read
Rocket Lab Insiders Cash Out After SpaceX-Fueled Surge in Shares
Four Rocket Lab insiders sold roughly $18 million worth of stock after the company’s shares surged amid excitement surrounding SpaceX’s planned IPO. Rocket Lab...
2 mins read
AGRICULTURAL COMMODITIES SEE ALL >
Farming Has a Tough Row to Hoe. This Analyst Still Likes Corteva and a Tech Provider.
Government policies, geopolitics, and innovation are reshaping agricultural-related companies. These stocks are weathering the storm. Agricultural investing tod...
8 mins read
High Prices for Cattle Are Luring Thieves. This Man Knows How to Catch Them.
Business is up for special ranger H.D. Brittain, who is part cop and part cowboy. “If I had known you were taking pictures, I would have worn my good gun,” spec...
2 mins read
America’s Cattle Crisis: a Shrinking Herd, Soaring Beef Prices, and Little Relief in Sight
Steak and hamburgers, American staples, are fast becoming luxury items. Texas ranchers know why. It’s late morning in Central Texas Hill Country, and a Black Ba...
15 mins read
Oracle Is an AI Success. It May Not Be Enough.
Even a successful transformation into an AI-first world might not provide the kinds of margins that Oracle’s software business once delivered. Oracle’s results...
4 mins read
Apple’s AI Do-Over Is Here. The Pressure Is On for WWDC.
An AI-powered Siri is among the product improvements that Apple is likely to announce at its annual keynote on Monday. The stakes are high for the stock. Apple...
4 mins read
It’s Early Days for the Chip Revolution
Readers weigh in on the chip rally, a stock market bubble, Nike’s dire prospects, and AI’s threat to Charles Schwab. To the Editor: There are other major develo...
2 mins read
The Best Renewable Investments Are Overseas
Investors can find a more favorable regulatory environment and cheaper investment options in clean-energy companies outside the U.S. For years, clean energy has...
8 mins read
AIRLINES SEE ALL >
JetBlue Insiders Sell Stock as Spirit Airlines Goes Under
Two insiders including JetBlue’s principal accounting officer sold their stakes in the carrier. Shares of JetBlue Airways climbed as Spirit Airlines collapsed—a...
2 mins read
Farewell, Ultra-Cheap Flights. What Spirit’s Demise Means for You—and Airline Stocks.
The airline’s demise means higher costs for consumers, but also opportunities for investors. Picture an excessively mobile middle-class family that does almost...
10 mins read
Why Delta and United Can Fly Above the Turbulence in Air Travel
We look at investment opportunities in U.S. air travel, both in airlines and in aircraft manufacturers and suppliers. I’m not a technical analyst, but the chart...
5 mins read
American Airlines Stock Is Ready for Takeoff
The stock has underperformed other airlines for too long. Time to buy the shares. Long lines, delays, shrinking legroom, and the dreaded three-ounce liquids rul...
5 mins read
ANNUITIES SEE ALL >
Annuities Tied to Foreign Stock Indexes Are Now Being Sold. Here’s How They Work.
With foreign stocks outperforming domestic stocks, investors are getting products tied to international indexes with downside protection. As foreign stocks cont...
3 mins read
Commission-Free Annuities Are on the March. When They Make Sense.
The new annuities can save you money, but they are sold through advisors charging their own fees. Annuities with zero commissions are on the rise, and they ofte...
6 mins read
ASIA SEE ALL >
4 ETFs to Ride India’s Comeback
India’s youthful population is more interested in domestic consumption than citizens in export-focused nations like China and Japan. That should drive growth fo...
3 mins read
India’s Battle on Two Fronts: Iran War and Rupee Slide
Investors maintain faith in India’s medium-term future as a global growth engine. Until recently, Indian Prime Minister Narendra Modi joined Wall Street in acti...
3 mins read
Korean Stocks Are Up 89%. Hedge Funders Suggest How to Play It.
South Korea is often-overlooked but its stock market is the hottest in the world this year. The boom is led by chip powerhouses SK Hynix and Samsung Electronics...
4 mins read
The Iran War Halted Korea’s Hot Streak. Regaining Momentum Will Be Hard.
It isn’t just oil prices. Korean stocks depend as much on global sentiment around artificial intelligence.The country is home to two of the top three memory-chi...
3 mins read
ASSET ALLOCATION SEE ALL >
There’s More to Infrastructure Investing Than Data Centers. 11 Ways to Diversify.
Infrastructure can be both a growth and value play, while outpacing inflation. Infrastructure investing is a hot topic, with data-center buildouts dominating th...
5 mins read
Money-Market Funds Are as Appealing as Ever. Just Don’t Back Up the Truck.
Yields are stable, Fed interest-rate cuts are off the table, and increasing market volatility is adding to the allure of cash-like investments. Money-market fun...
3 mins read
Now Is the Time to Buy Alternative Funds
There’s a strong case for hedging your bets with alts. The question is which kind to buy. Wealthy investors are getting nervous. Or at least, that is how you co...
9 mins read
AUTOS SEE ALL >
More Drivers Are Joining the High-Miles Club. This Stock Could Pull Ahead.
Sales for AutoZone have expanded from $12.6 billion in the fiscal year ended in August 2020 to an estimated $20.5 billion this fiscal year. I’m not one for vehi...
5 mins read
At Risk in North American Trade Talks: Cheap Cars
Average car prices have been rising since the pandemic and tariffs. Now the availability of low-cost new cars hangs in the balance as the United States, Mexico,...
4 mins read
What $4 Gasoline Means for GM, Ford, and Tesla
Car stocks are taking a drubbing as oil prices soar. But it’s too soon to count them out. I wasn’t in the market for a subcompact sedan—buildwise, I’m more of a...
5 mins read
GM Stock Can Move Higher After a Strong Year, Says Analyst. Plus, Cloudflare, Vertiv, and More.
Analysts also report on Freshworks, Cloudflare, Vornado Realty Trust, and General Motors. These reports, excerpted and edited by Barron’s, were issued recently...
4 mins read
BANKS SEE ALL >
Forget ‘Too Big to Fail.’ How ‘Community’ Became the Most Controversial Word in Banking.
Regulators, lawmakers, and consumer groups are fighting over what it means to be a community bank. The debate has implications for lenders and borrowers everywh...
6 mins read
Goldman Is Priced Like a Tech Stock. Investors Can Find Better Deals Elsewhere.
While the fundamental outlook at Goldman looks as good as ever, the stock already reflects that. The shares look pricey relative to peers based on key metrics....
5 mins read
Jane Fraser Turned Citigroup Inside Out. Now Comes the Hard Part.
Under the CEO, the long-beleaguered bank is working through its 13th restructuring. Can Citi shed its longstanding reputation as the banking sector’s laggard? T...
13 mins read
Big Banks’ Profits Set to Rise Even as ‘Wall of Worry’ Looms
The banks first-quarter results were helped by strong investment banking and trading activity even as rising energy prices hit consumers. Call it a stretch to f...
4 mins read
BASE METALS SEE ALL >
Where Is the Economy Headed? Copper Offers a Clue.
The red metal’s selloff looks extreme. The upside trend is still intact. Plus, market newsletter commentary on bond-market trades, corporate earnings, and the W...
4 mins read
Copper Rally Is Still Young. 6 Ways to Play It.
Copper could outperform gold and silver in 2026, according to this market technician. Plus, investment newsletter commentary on stocks, bonds, crude. This comme...
4 mins read
Copper Is at Record Highs. What Chile’s New Leader Means for the World’s Supply.
Chile, the world’s top copper producer, elected a pro-business president, as world copper prices surge to record highs on expected demand from electric vehicles...
3 mins read
BIOTECH AND PHARMA SEE ALL >
Eli Lilly Is More Than GLP-1 Drugs. The Stock Looks Attractive.
The acquisition of Kelonia Therapeutics, announced this week, is part of Lilly’s expansion into cancer treatments. Eli Lilly’s most recent acquisition shows its...
3 mins read
Biotechs Are a Healthy Growth Bet. Thank M&A and New Drugs.
It’s no secret why major drug companies are looking to smaller biotechs for growth: many pharma giants are facing looming patent expirations for blockbuster med...
3 mins read
Johnson & Johnson Exits 3 Biotechs but Keeps Stakes in These Rumored Acquisition Targets
The drugmaker and medical technology company sold its remaining shares in two previous partners. Johnson & Johnson’s restated fourth-quarter holdings report , f...
2 mins read
Abbott Stock Fell the Most in 23 Years After Earnings. The CEO Bought $2 Million of Shares.
CEO Robert Ford made his first purchase of company stock since March. Shares of Abbott Laboratories suffered their worst drop in more than 20 years following Ab...
2 mins read
BLOCKCHAIN SEE ALL >
This Fintech Uses Blockchain to Streamline Lending. Its Stock Is Up 50% Since Its IPO.
Figure says blockchain technology will slash transaction costs and prove to be a cheaper way to show ownership of assets. Everyone from BlackRock to the New Yor...
5 mins read
BONDS SEE ALL >
Why This $101 Billion Bond Fund Manager Is Leaning Into the Chaos
The recent bond market selloff is a buy-the-dip moment for investors willing to gamble on longer-dated issues. Higher yields are spooking bond investors. Your b...
3 mins read
Inflation Is Stinging Bonds—With One Big Exception
Treasury inflation-protected securities are generating positive returns despite a rough bond market. Inflation is rising, bond prices are falling, and TIPS are...
5 mins read
A Bond Bear Market Is Brewing. 5 Ways to Make It Work in Your Favor.
Funds that specialize in credit research, adding return without taking lots of duration risk, are a better bet than run-of-the-mill bond ETFs. If bond yields ar...
5 mins read
4 Funds to Play the Convertible Bond Recovery
Convertible bond funds have beaten the S&P 500 index in recent months. Can the good times continue? As the manager of the Franklin Convertible Securities fund,...
3 mins read
CHINA SEE ALL >
The Allure of Chinese Tech Stocks. A Pro Picks 7 Names.
Tekne Capital founder Beeneet Kothari discusses China’s edge in AI—and the nation’s coming IPO boom. Why Samsung is among his favorite stocks. Mention technolog...
8 mins read
Cathie Wood’s ARK Invest Sold Tesla Stock and Snapped Up These Chinese Tech Stocks
ARK funds shed nearly all Chinese stocks in 2021. Years after significantly reducing exposure to Chinese tech stocks, Cathie Wood’s ARK Invest funds are piling...
2 mins read
CHIPS SEE ALL >
South Korea Has a Chip Conundrum—Huge Profits and a Serious Selloff
Korea has been a hot market but shares are falling back to earth, especially those of memory chip makers Samsung and SK Hynix. South Korea has had the world’s h...
3 mins read
The Memory Shortage Is Just Beginning. The Consumer Pain Is Already Here.
Memory prices for PCs, smartphones, and gaming consoles are spiking. Consumers will bear the brunt of the inflation. Tech Trader first began discussing the loom...
4 mins read
The Chip Rally Has Gone Parabolic. It’s Time to Separate the Pillars From the Pretenders.
A furious rally for chip stocks has raised fears of a new bubble. If and when the party ends, five stocks will be left standing. They all remain undervalued. Ch...
11 mins read
Nvidia Has a Plan to Get the Stock Moving Again
Nvidia is offering a peek behind the curtain of its data-center business. The new disclosure is meant to assuage investor worries about future growth. The hot t...
4 mins read
COMMODITIES SEE ALL >
Silver Topped Gold In 2025. It’s Copper’s Turn.
Record gold and silver prices got all the publicity, but metals across the board, from uranium to copper to cobalt, took off this year and look likely to climb...
5 mins read
Weyerhaeuser Stock Trades for Less Than the Value of Its Lumber. It’s Time to Buy.
Shares are beaten up, but they look appealing for investors with a long time horizon. When it comes to lumber producer Weyerhaeuser, investors can’t see the for...
6 mins read
COMPANIES SEE ALL >
Zscaler, ServiceNow, and Three More Stocks Get Analyst Attention
Analysts also weigh in on Devon Energy, AppLovin, and Cloudflare. These reports, excerpted and edited by Barron’s, were issued recently by investment and resear...
4 mins read
Nvidia Continues to Be the Core Engine of AI, Says Analyst. Plus, Walmart and 4 More Stocks.
Analysts also weigh in on Scorpio Tankers, DraftKings, Semtech, and BILL Holdings. These reports, excerpted and edited by Barron’s, were issued recently by inve...
4 mins read
Costco Is Innovating Its Way to More Growth, Says Analyst. Plus, Valvoline and 3 More Stocks.
Analysts also report on CoreCivic, Affirm Holdings, and Costco Wholesale. These reports, excerpted and edited by Barron’s, were issued recently by investment an...
4 mins read
Fannie Mae and Freddie Mac Investors Ramp Up Push for Freedom
Investors in the mortgage giants stand to realize billions of dollars if the government releases the companies from conservatorship. The Trump administration is...
5 mins read
CONSUMER SEE ALL >
Nestlé Finds Its Sweet Spot. How the New CEO Is Turning the Food Giant Around.
Philipp Navratil aims to restart growth in the 160-year-old food giant by focusing on core brands like KitKat, Fancy Feast, and Nespresso. ROMONT, Switzerland—W...
12 mins read
Buy Tapestry Stock to Profit From Gen Z’s Retro Tastes
Tapestry’s Coach brand is popular with young consumers. A post-earnings selloff provides investors an entry point to get long the stock. Gen Z is affectionately...
5 mins read
6 Stocks That Could Win at the World Cup
There are plenty of companies catering to fans—and plenty of stocks to watch. The world’s biggest sporting event is coming stateside. The soccer World Cup is se...
4 mins read
Women’s Sports Is Primed for Explosive Growth. This Investor Is Picking Her Spots.
Mellody Hobson, co-CEO of Ariel Investments, is investing in women‘s soccer and volleyball through Project Level, the private-equity fund she co-founded. Mellod...
8 mins read
CORPORATE BONDS SEE ALL >
AI Bonds Could Devour Credit Markets. Let Stock Investors Take the Risk.
Amazon, Meta, and other large tech companies are issuing more debt than ever. Why you should steer clear. The AI trade has spread beyond stocks, but bond invest...
5 mins read
CRYPTOCURRENCIES SEE ALL >
Trump’s Crypto Agenda Is Struggling. 3 Things That Could Turn It Around.
Digital assets have lost almost 30% since PresidentTrump took office. Congress and regulators could rewrite their fate. President Donald Trump’s pledge to make...
5 mins read
Coinbase Stock Can’t Escape Bitcoin’s Orbit
Despite a plethora of new products and applications, Coinbase’s stock price still closely follows Bitcoin’s volatile path after five years on the public market....
4 mins read
Vanguard’s Brokerage Arm Is Now Offering Crypto ETFs. They’ve Been Tanking.
Four months in, crypto ETFs are proving an awkward fit at Vanguard. What would Bogle say? Vanguard Group’s founder Jack Bogle famously once compared exchange-tr...
5 mins read
Crypto Falls Back to Earth
Cryptocurrencies are losing their narrative lure to gold, Marcello Estevão writes in a guest commentary. About the author: Marcello Estevão is managing director...
4 mins read
CURRENCIES SEE ALL >
The Yen Is Wobbly. What It Means for Japan.
The U.S. and Japan jointly worry about the yen, which is showing increased weakness. How to buttress the currency is another matter. Japan is one ally that U.S....
3 mins read
The Reign of the Dollar Is Coming to an End. What Investors Can Do About It.
Investment in foreign stocks and debt could be juiced by a falling dollar. The dollar is in decline, and investors have to learn to live with it. The past 12 mo...
12 mins read
The Euro Keeps Rising. The U.S. Is Helping.
European assets look like a haven from President Donald Trump’s mercurial U.S. policy and a possible implosion of U.S. tech stocks. The more President Donald Tr...
2 mins read
DEVELOPED MARKETS SEE ALL >
The U.S. Remained the Market to Beat In 2025. Will That Last?
Other markets look worse than in the U.S. But cracks are starting to form, Ashley Lester writes in a guest commentary. About the author: Ashley Lester is the ch...
4 mins read
DIVIDENDS SEE ALL >
How to Beat the S&P 500 With a Dividend ETF: Sacrifice the Dividend
First Trust Rising Dividend Achievers has returned an annual 15.8% over the past 10 years. But don’t look too closely at its dividend. Want a dividend fund that...
3 mins read
Why This Income Pro Likes Banks, Chip-Equipment Companies, and More
Michael Barclay, lead manager of the Columbia Dividend Income fund, favors dividend growers over high yields. Many investors love dividends, which generate inco...
8 mins read
This Venerable Stock Pays a 10% Dividend Yield. Why It Looks Like a Trap.
The dividend isn’t under immediate threat, but Western Union may not be able to sustain it in the long run, given the range of headwinds its business faces. Wit...
4 mins read
A Spill in the Snack Aisle Could Spell Dividend Cuts Ahead
Conagra, Kraft Heinz, General Mills, and Campbell’s look most vulnerable to payout cuts, while names such as Tyson and Utz seem in better shape. Plus, a harsh r...
3 mins read
ECONOMICS SEE ALL >
The Navy Makes Our Economy Float. Iran Is a Dark Cloud.
The emergence of military drones in the 21st century could undermine the importance of naval supremacy. Alfred Thayer Mahan, father of the theory that naval sup...
5 mins read
Henry Ford Upped Wages So Workers Became Consumers. The Rest Is History.
Ford’s decision to pay $5 a day helped create America as we know it today. The solution to Henry Ford’s problems was unconventional, even radical. It went agai...
5 mins read
Worried About Inflation? This Fund Offers Unique Protection.
With inflation at 3.8%, a three-year high, the Pimco Inflation Response Multi-Asset fund is especially relevant right now. Inflation can be especially tricky fo...
5 mins read
Why BlackRock’s Rick Rieder Thinks the U.S. Economy Is Basically Recession-Proof
Rick Rieder, CIO of global fixed income at BlackRock, called presumptive Fed chair Kevin Warsh “a brilliant guy” on Barron’s Live. He’s bullish on the economy a...
3 mins read
ECONOMY & POLICY SEE ALL >
U.S. Jobs Data Are Accurate, a New Report Confirms.
The Government Accountability Office report also offers the Bureau of Labor Statistics suggestions for further improvement. The April jobs report, released on F...
3 mins read
The Move Into Gold by Other Nations Has Happened Before. It’s Bad News for the U.S. Dollar.
The recent shift from U.S. assets to gold mirrors 1971, when central banks dumped dollars before President Nixon ended gold convertibility. Two different eras,...
6 mins read
Is the Unemployment Rate Headed Higher? Keep an Eye on ‘Super Prime’ Workers.
New research shows that employment trends among people ages 35 to 44 are most correlated with changes in the national employment rate. The unemployment rate is...
2 mins read
The Chokepoints That Could Choke Us
About the author: Christopher Tang is a distinguished research professor at the UCLA Anderson School of Management. • • • Asked about Iran’s closure of the Stra...
4 mins read
ENERGY SEE ALL >
Quanta Services’ AI-Fueled Run Isn’t Done
The stock has rallied but its story is still in the early innings. Artificial intelligence stocks have reached dizzying levels this year, and some investors are...
3 mins read
The Iran War Has Created Investing Opportunities. What the Pros Are Doing.
Investment pros offer various ways of betting on rising energy prices, from major oil and natural-gas companies to uranium producers. The Iran war sent oil and...
6 mins read
Midstream Could Be the Sweet Spot for Energy Investing Now
Businesses that operate oil and gas pipelines and storage facilities are attractive because of increased demand for energy, as well as their newfound stability...
4 mins read
Why Occidental Petroleum Is a Buy Despite Falling Oil Prices
With a possible peace deal in sight, the oil producer’s years of problems have finally led to an opportunity for investors. Oil just had its worst month since 2...
3 mins read
ESG INVESTING SEE ALL >
The 10 Most Sustainable Companies of 2026. Their Stocks Happen to Be Flying.
Constellation Energy, the largest nuclear and clean-energy operator in the U.S., nabs the top spot. Corporate sustainability is under mounting pressure. On top...
5 mins read
ETFS SEE ALL >
Beyond AI: Where Value Funds Are Finding Bargains Now
Large value stocks are cruising past their growth counterparts this year. What’s behind the revival—and where funds are finding the best value. Value is like a...
10 mins read
Your Favorite Fund Manager Is Leaving. What to Do Next.
Fee pressures from low-cost index funds have driven many mergers in recent years as active managers need scale—and reduced head counts—to compete. Even in this...
4 mins read
7 ETFs to Play a Healthcare Rebound
The sector offers buyers a high-quality defensive option, one that could regain interest from investors seeking to reduce geopolitical risk. Healthcare stocks a...
3 mins read
New ‘Autocallable’ ETFs Offer Yields Up to 14%. Yes, There’s a Catch.
A new crop of new high-yielding ETFs invest in niche income vehicles called autocallable yield notes. They have appeal, but are far from risk-free. If it’s inco...
3 mins read
EUROPE SEE ALL >
Germany Takes a Hit With Iran War. These Stocks Might Still Be Bargains.
Investors might want to eye oversold stocks like SAP and Rheinmetall, both plays on tech and defense. The Iran war kicked Germany when it was trying to get up....
3 mins read
Europe’s Politics Remain Challenging. Investors Shouldn’t Worry Just Yet.
Political gymnastics don’t bode well for the European Union to unite around goals like unified banking, capital markets, and tax policy, but they indicate that...
3 mins read
Germany Steps on the Gas With Spending. 6 Stocks to Watch.
Some stocks that are likely to get a stimulus boost include Commerzbank, Volkswagen, and Siemens Energy. German Chancellor Friedrich Merz fulfilled his promise...
3 mins read
EVS SEE ALL >
With Talk of a SpaceX IPO, Tesla Shareholders Dream of an X Corp.
Tesla shareholders have already approved an investment by the electric-vehicle maker in Elon Musk’s xAI. Could SpaceX be next? Tesla investors got an early Chri...
4 mins read
FEATURE SEE ALL >
Your Company Is Offering You Stock. Should You Buy It?
Most companies now offer stock purchase plans to employees. It can be great for retirement, but it pays to know the pros and cons. Many Nvidia workers have beco...
4 mins read
FEDERAL RESERVE SEE ALL >
It’s Warsh’s Fed Now. What to Expect at His First Policy-Setting Meeting.
The central bank’s new chairman brings some new ideas but could face significant dissent. Will he participate in the Dot Plot? Watch what they say–and don’t say...
4 mins read
The Questions Chairman Warsh Must Answer
Federal Reserve reforms are long overdue. But new chair Kevin Warsh might have to rethink some of the assumptions underlying modern monetary policy, Brij Khuran...
4 mins read
Grading Powell’s Fed: Good for Stocks, Bad for Affordability
One result of the massive monetary expansion was an upsurge in inflation, to a peak of over 9% in 2022—which the Fed infamously termed “transitory.” Are you bet...
5 mins read
Kevin Warsh and the Return of Monetarism
The new Fed chair believes inflation is linked to money. That will serve him well. About the authors: Jon Hartley is a policy fellow at the Hoover Institution a...
4 mins read
FINANCIAL PLANNING SEE ALL >
Suddenly, It’s a ‘Family Office’ World
As wealth proliferates, more financial advice firms are adopting the “family office” moniker in an attempt to appeal to rich families’ desire for comprehensive...
7 mins read
FINANCIALS SEE ALL >
Wall Street’s Best-Kept Secret Partnership
Brookfield CEO Bruce Flatt and Oaktree co-chairman Howard Marks discuss their complementary and productive partnership. Business partnerships can try men’s soul...
8 mins read
How AI Could Kill Charles Schwab and the Brokerage Industry’s Cash Cow
Shares of Charles Schwab and other firms have swooned on concerns that AI tools could erode the profit they derive from cash that clients hold in so-called swee...
6 mins read
6 High-Yielding BDCs Safe Enough for Dividend Investors
It has been a scary few months for the sector, but the worst may be over. Here are six BDCs that offer exceptional dividend durability. Private credit has been...
3 mins read
Polymarket’s Most Contentious Debates Are Being Decided by Anonymous Crypto Votes
The prediction market outsources its disputed resolutions to an anonymous vote of crypto token holders. Some of those voters have financial incentives that coul...
5 mins read
FINTECH SEE ALL >
Robinhood Insider Buys $35 Million in Stock. There’s a Catch.
Robinhood director Meyer Malka, the managing partner of a venture capital firm, snaps up 431,000 shares. A Robinhood Markets director poured about $35 million i...
2 mins read
More Than a Bet on Interest Rates, Rocket Stock Is Ready for Liftoff
The company is gaining market share and expanding its involvement with all things mortgages. An anemic housing market held back by stubbornly high interest rate...
6 mins read
SoFi CEO Snaps Up Stock After Muddy Waters Short Report
Anthony Noto bought nearly 30,000 shares on Tuesday, a securities filing shows. SoFi Technologies CEO Anthony Noto snapped up company stock right after a short-...
2 mins read
SoFi Stock Has Fallen 14% Since Earnings. Insiders Are Buying Shares.
The vice chairman of SoFi’s board of directors is preparing to sell company stock, a securities filing shows. Shares of SoFi Technologies tumbled after the fina...
2 mins read
GROWTH INVESTING SEE ALL >
Al Gore’s Investment Firm Buys Spotify Stock, Sells These 2 Semiconductor Companies
Generation Investment Management exited Analog Devices and Microchip Technology in the fourth quarter. Generation Investment Management, the sustainable investm...
2 mins read
Cathie Wood’s ARK Takes a New Stake in Broadcom—and Sold Another Hot Stock
Two ARK Invest funds made changes to their holdings on Jan. 8, a trading disclosure shows. ARK Invest, the asset-management company founded by stockpicker Cathi...
2 mins read
Fidelity Contrafund’s Will Danoff Is Getting Closer to Handing Over the Reins
The legendary manager has taken on two co-managers to help him run the mammoth fund. Just don’t use the word “retirement.” It’s hard to imagine a manager with a...
10 mins read
HEALTHCARE SEE ALL >
Healthcare Stocks Can Benefit From AI, Too. But That Isn’t the Reason to Buy Them.
Eli Lilly and Natera are among the companies that can keep growing after the artificial-intelligence hype fades. Plus, Five Below’s “squishy dumpling” score. Ro...
5 mins read
UnitedHealth Stock Has Rallied Since Earnings. One Top Insider Is Trimming His Stake.
Optum CEO Patrick Conway sold $284,000 worth of stock shortly after earnings, marking his first sale of 2026. Quarterly earnings from UnitedHealth Group sent sh...
2 mins read
Thank You, Seniors. Healthcare Spending Is Pumping Up Economic and Job Growth.
But an aging economy also has drawbacks: All of those procedures are fueling inflation. Kansas City Federal Reserve President Jeff Schmid has found a silver lin...
3 mins read
UnitedHealth Stock Cratered on the Bad Medicare News. The Case for Buying the Dip.
With its shares down 17% this week, much of its problems may now be reflected in the stock price. The health insurance business is a mess , and no health-insura...
3 mins read
HEDGE FUNDS SEE ALL >
Elliott Management Exits Two Tech Stocks and Boosts Its Hewlett Packard Enterprise Stake
Activist hedge fund Elliott Management increased its position in Hewlett Packard Enterprise while exiting investments in Bill Holdings and Sensata Technologies...
2 mins read
Kymera Had a Big Week. This Secretive Hedge Fund Bought $172 Million of Its Stock.
Baker Brothers Advisors has been buying up shares of companies in the biopharma and biotech space. A secretive biotechnology-centered hedge fund bought shares o...
2 mins read
IPOS SEE ALL >
SpaceX’s IPO Will Set Off an Options Frenzy. 3 Ways to Play It.
Options trading on the new stock likely to start on June 16. Volume, and volatility, could be off the charts. Pope Leo XIV may be right in the long-term that ar...
3 mins read
Why the Enormous IPOs Won’t Sink the Market
The march of trillicorn initial public offerings doesn’t portend doom for investors. But it’s worth keeping an eye on just the same. Will trillicorns break the...
5 mins read
Europe’s Defense IPOs Are Hot, Too. 5 to Watch.
Europe’s defense offerings are dwarfed in scale by SpaceX, Anthropic, or OpenAI. They may prove no less important in fate-of-the-world terms, though. U.S. artif...
3 mins read
What Will SpaceX’s IPO Mean for Your Index Funds?
Why the stock will be in your Nasdaq 100 fund but not your S&P 500 fund—and other quirks of the largest IPO ever. For index fund investors, the long-term implic...
4 mins read
M&A SEE ALL >
Ryan Cohen Is Ready to Talk About eBay. For Real.
GameStop’s bid to buy eBay was loudly rejected by the company’s board. Ryan Cohen remains committed to the deal and says it will ultimately be up to shareholder...
5 mins read
SpaceX Is Going Public. Why a Tesla Merger Could Be Musk’s Real Endgame.
From the biggest IPO on record to the largest M&A deal in history? SpaceX’s initial public offering may be the largest IPO ever, but it might just be a prelude...
11 mins read
The Janus Henderson Bidding War Is Over. Here’s How the Funds Trian Fought for Have Performed.
The company’s fixed-income funds are thriving, but its stock funds remain a mixed bag. Investors in Janus Henderson stock may be thrilled that the company has a...
4 mins read
Want to Win the Warner Bros. Discovery Takeover Battle? ‘Walk Away Now.’
Both Netflix and Paramount Skydance are prepared to overpay for Warner Bros. Discovery and take on significant debt. The winner in the takeover battle for Warne...
5 mins read
MAILBAG SEE ALL >
Resist the Siren Song of IPOs—and Wait
Readers weigh in on the SpaceX IPO, IBM as a quantum computing winner, and the marketing of longevity. To the Editor: Countless studies have been done on initia...
2 mins read
An Overlooked Energy Sector
Readers weigh in on the Energy Roundtable, the equity risk premium, AI winners and losers, and Kevin Warsh’s monetary policy. To the Editor: None of the panelis...
2 mins read
Maybe the Trust Busters Got It Wrong
Readers weight in on airline stocks, Ares Capital, incoming Fed chief Kevin Warsh, and how to save Social Security. To the Editor: The current airline business...
2 mins read
Could a Warsh Fed Tame Inflation?
Readers weigh in on Kevin Warsh, CEO salaries in context, perspective on 30-year retirement periods, and the spiraling budget deficit. To the Editor: A free mar...
2 mins read
MANUFACTURING SEE ALL >
Carpenter Technology: This Stock Will Melt Up
Earnings momentum, pricing power, and barriers to entry can help the alloy manufacturer’s stock advance 42% from here. Dental implants. Cellphones. Golf clubs....
5 mins read
‘Historic’ Plastic Price Hikes Are Pushing Companies to the Edge
Rising oil prices are tightening plastic supply and driving costs to historic highs, experts warn. Can companies absorb the blow? Consumers have reckoned with h...
6 mins read
Fertilizer Prices Are Through the Roof. 3 Stocks That Might Still Benefit—and 3 to Avoid.
The Iran war has disrupted the global fertilizer market. Barron’s sizes up where these agricultural stocks could be headed next. The Iran war has triggered a sh...
5 mins read
This Plumbing Supplier’s Stock Is Still Too Cheap
Ferguson Enterprises can gain 25% over the next 12 to 18 months. Fears of artificial-intelligence disruption are sending some people back to trades like plumbin...
5 mins read
MARKETS SEE ALL >
SpaceX Launches. The Future Remains Murky.
Where SpaceX stock goes from here could offer insight into how strong investor appetite remains for all that’s cutting-edge. The SpaceX initial public offering...
3 mins read
The Tech Rally Goes in Reverse as Markets Anticipate Tighter Money
Investors’ focus, away from the much-hyped SpaceX IPO, will be the coming week’s consumer price index for May. Did you hear a bell? Whatever the sound, a sudden...
2 mins read
Why Vanguard’s VOO Won the Trillion-Dollars-in-Assets Race
Low fees have helped Vanguard’s S&P 500 ETF top other funds that invest in the same stocks. Vanguard’s S&P 500 exchange-traded fund—so popular it’s known simply...
3 mins read
AI Should Help, Not Hurt, Accenture. Consider Buying the Stock Ahead of Earnings.
Accenture shares have dropped on concerns of AI displacement. That should prove shortsighted. The market fears Accenture will be harmed by artificial intelligen...
3 mins read
MEDIA SEE ALL >
Big Money Powers the Biggest Sporting Event Ever
The 2026 World Cup, to be played in North America, has been called the equivalent of 104 Super Bowls in a month. Who stands to gain—and what it will cost fans....
8 mins read
‘Grand Theft Auto VI’ Is Slated for November. Is Take-Two Interactive Stock a Steal?
After this fiscal year, Take-Two is expected to triple its earnings per share in four years. It reports fourth-quarter earnings late Thursday. Has it really bee...
5 mins read
Ken Burns on What He Will and Won’t Allow When Financing His Films
The filmmaker on his new documentary, ‘The American Revolution,’ and why he steers clear of HBO and Netflix. Ken Burns knows American history, but what about Am...
2 mins read
Netflix Walks Away a Winner After Losing Warner Bros. to Paramount
Paramount is taking on a lot of debt to buy Warner Bros. Discovery, faces a difficult approval process, and will have a tough time absorbing the media giant. Th...
5 mins read
MIDDLE EAST SEE ALL >
Trump’s Middle East Peace Dream Won’t Solve the Iran Mess He Made
Comprehensive peace in the region will happen eventually, but Trump’s unforced errors in Iran have delayed it, writes Brian Katulis. About the author: Brian Kat...
4 mins read
The Iran War May Spur Another Arab Spring. But Not in the Way Trump Hopes.
Elevated oil and fertilizer prices could stir unrest in the Middle East again, Sarah Yerkes writes in a guest commentary. About the author: Sarah Yerkes is a se...
4 mins read
MUNICIPAL BONDS SEE ALL >
When Muni Bond Deals Aren’t Worth the Risk
The pitfalls of municipal bonds in this highly idiosyncratic market, especially when investing in an index-based fund. Addition by subtraction. That’s when a te...
4 mins read
We Asked AI to Build a $1 Million Muni Bond Portfolio. What Happened Next.
Muni investing is complex. Why a chatbot isn’t ready to replace your financial advisor. Should Claude manage your municipal-bond portfolio? Not yet, but it can...
5 mins read
For Extra Yield, Try Tapping the New-Issue Muni Bond Market
A flood of new issuance is creating more opportunities, plus it’s getting easier for individual investors to access new offerings. The municipal bond market has...
3 mins read
MUTUAL FUNDS SEE ALL >
Vanguard Wellington Is a 97-Year-Old Giant. In This Market, It’s Also an Underdog.
The classic stock/bond balanced fund has an enviable record. So why is it still leaking assets? The Vanguard Wellington fund made it through the Great Depressio...
8 mins read
Barron’s Best Fund Families
The top fund families of 2025 had exquisite timing—and managers with strong stomachs. How they navigated a tumultuous year. Last year gave savvy fund managers a...
15 mins read
What the Heck Is an Evergreen Fund?
These newfangled funds offer individual investors access to investments that were once primarily the domain of institutional investors. Individual investors int...
4 mins read
Why This Star Mid-Cap Fund Likes Ralph Lauren and Planet Fitness
Fed rate cuts could boost mid-cap companies—and the earnings outlook is strong. The T. Rowe Price Diversified Mid Cap Growth fund stands to gain. Mid-cap compan...
5 mins read
OIL SEE ALL >
A Post-Iran War View on Energy Investing
Once the war ends, there will still be a long period of adjustment as countries rebuild stockpiles and Middle East producers restore lost production. A new worl...
11 mins read
Oil Prices Are Bullish. Why Are Bets for a Fall Rising?
Mounting short interest in the United States Oil Fund suggest that traders are hedging their bets as prices top $100 a barrel. At the very least, that could mea...
4 mins read
An Iran Oil Shock Would Be Ugly. It Is Still a Live Risk.
The Iranian regime, embattled by protesters, the U.S., and Israel, might panic, Matt Gertken writes in a guest commentary. About the author: Matt Gertken is chi...
4 mins read
OPTIONS SEE ALL >
How to Hedge Against a Market Drop—and Get Paid for the Privilege
This is a momentum-based market, and such markets have a special risk. As the S&P 500 approaches 8000, consider this options strategy. Earlier this year, many h...
3 mins read
AI Spending Is Weighing on Stocks. Fight Back With This Options Strategy.
Nvidia, Meta, and others have taken hits in the market over fears about capital spending. Selling calls can ease the sting for investors. A subtle shift during...
3 mins read
This Options Move Enhances Returns and Reduces Risk
Here’s an investing strategy that can help you buy low and sell high, even as global risks grow. The markets are looking dicier. The best move could be to sit t...
3 mins read
Ride the Bull Higher—but Limit Your Exposure
Exchanges and regulators are morphing markets into a 24/7 casino, which creates many opportunities for smart people to take money from dumb people. Bubbles are...
3 mins read
POLITICS SEE ALL >
Britain Is Drowning in Debt. The Bond Sharks Are Circling.
A carousel of leaders has taken its toll, driving up borrowing costs and dragging down investment. The public is about to square off with the bond market in Bri...
3 mins read
Congress Is Broken. Investors Are Starting to Notice.
A dysfunctional legislative branch is increasing the risk premium associated with the U.S., Casey Burgat writes in a guest commentary. About the author: Casey B...
4 mins read
Trump’s Stormy First Year Has Made Us Richer. But Will We Pay Someday?
Stocks are up. The 10-year Treasury yield is down. Oil is cheap. Still, there’s one asset that shows how stressed Americans really are. President Donald Trump p...
7 mins read
PRECIOUS METALS SEE ALL >
Gold Stocks Are in a Bear Market. The Case for Buying.
Gold has dropped from $5,247 per ounce near the end of February to just over $4,500 now. Gold stocks are way down, and anyone seeking a bargain should at least...
3 mins read
Gold Funds Have Dipped. Are They Still a Good Hedge in This Market?
After a steep run-up, the precious metal—long considered a hedge in times of distress—has taken a dive. But the selloff may have had more to do with profit-taki...
3 mins read
This Company Seeks to Dominate Gold Trading—and More. Its Stock Is a Buy.
Gold.com stock has pulled back after a yearlong rally, creating an entry opportunity. The bull market in precious metals isn’t confined to companies digging ore...
6 mins read
Gold Is Soaring and Wall Street Calls It ‘Debasement.’ Is It?
Some 68% of gold’s price movement over the past year is explained by U.S. policy shifts. There was a king of England called Henry VIII who was tall, fat, modera...
5 mins read
PRIVATE CREDIT SEE ALL >
Private Credit Really Is More Than Loans to Leveraged Buyouts
Investors are worried about loans that private-credit funds have made to fund buyouts, but the funds do a lot more than that. Private-asset stocks have been pum...
4 mins read
PRIVATE EQUITY SEE ALL >
Private Equity’s Push for Small Investors Is ‘Scandalous,’ Says Value Maven Chris Davis
The value maven decried high fees, high leverage, and dangerous lockups. Plus, why he likes Capital One, Chubb, and Tyson. Noted value investor Chris Davis tore...
3 mins read
Does Your Retirement Plan Own a Piece of Your Favorite Football Team?
The NFL loosened ownership rules in 2024. Private-equity firms and institutions like pension funds are now trying to get a piece of the action. If you are a pro...
4 mins read
This Money Pro Sees Higher Stock Prices and More Rate Cuts in 2026
Nancy Curtin, chief investment officer at AlTi Tiedemann Global, helps wealthy families invest for the long term. An “innovation” bull market helps. Bull market...
7 mins read
The New Private-Equity Billionaires Who Are Taking Over Wall Street
Private-market institutions are taking over from old-line legacy banks. The names to watch—and the dangers to watch out for. Will the last old-school banker ple...
12 mins read
REAL ESTATE SEE ALL >
Billboard Stocks Are Surging. Why Lamar and Outfront Can Keep Rallying.
Outdoor advertising is an example of a so-called HALO business that likely won’t be disrupted by AI. “Signs. Signs. Everywhere there’s signs.” That was a lyric...
3 mins read
This REIT Owns Trophy Hotels. Public Shareholders Say They Don’t Share in the Proceeds.
“The governance here is just abysmal,” one portfolio manager told Barron’s. “Is anybody looking out for the shareholders?” Monty Bennett’s asset management firm...
9 mins read
This Real Estate Pro Likes Fannie Mae, U-Haul, and Other Housing Plays
Ryan Dobratz, co-manager of the Third Avenue Real Estate Value fund, likes well-capitalized companies trading at historical discounts. If investors in public re...
9 mins read
Where the New Houses Are—and What That Says About Growth
Recent statistics show that areas with the greatest population growth tend to be in the Sunbelt where new, affordable construction is taking place. The Census B...
4 mins read
REGULATION SEE ALL >
Standard Oil Was a Rapacious Octopus. How the Beast Was Tamed.
The giant industrial companies of the past were eventually broken up—but it wasn’t easy. The next target: the tech giants. Before Standard Oil became “the most...
5 mins read
As Prediction Markets Boom, the CFTC’s Flagship Office Has Lost Its Last Enforcement Attorney
The CFTC’s Chicago office, once home to its top market enforcers, has gone from about 20 trial lawyers to none. The Chicago enforcement division of the Commodit...
5 mins read
It’s Time to Unleash the Public Markets
Overzealous regulators are getting in the way of the real economy, Amar Bhidé writes in a guest commentary. About the author: Amar Bhidé is the author of Uncert...
4 mins read
Stop Obsessing About Risks and Let The Banks Compete
The entire financial system would be more stable from more innovation and less regulation, Karen Petrou writes in a guest commentary. About the author: Karen Pe...
4 mins read
RESTAURANTS SEE ALL >
Chipotle and 5 More Restaurant Stocks That Look Appetizing
It’s tough being in the dining-out business right now. Soaring food costs are keeping families at home. Still, there are companies that can grow. The restaurant...
8 mins read
Slop Bowls Are Yesterday’s Lunch. We Test Tomorrow’s: The Wrap
As consumers tire of grain-and-salad meals in a bowl, fast-casual chain Sweetgreen is rolling out salad in wrap. We sent our hungry staffers out to test the pro...
4 mins read
RETAIL SEE ALL >
This Swiss Watchmaker Just Hiked Its Dividend. Why Its Stock Is on a Roll.
Movado stock surged 12% Wednesday after the company reported a big jump in earnings and hiked its dividend, giving it a nearly 5% yield. It isn’t easy to find c...
3 mins read
Casey’s New Menu Item Could Give Its Stock Wings
The convenience store chain has jumped 60% since Barron’s recommended it in December. The good times aren’t over yet. New York pizza may be the gold standard fo...
3 mins read
CVS Earnings Are Coming. Why the Stock Is No Longer a Value Trap.
The stock trades at just 11 times earnings estimates for the next 12 months, much cheaper than rivals UnitedHealth and Humana. CVS Health is the only major publ...
3 mins read
Consumers Just Keep Spending. Deckers and 6 Other Retail Stocks for Your Shopping List.
For all the concerns around geopolitics and oil prices, demand for retail goods continues to hold up well. Apparel stocks look particularly appealing against th...
2 mins read
RETIREMENT SEE ALL >
Go Ahead, Take That Vacation. You May Be Spending Too Little in Retirement.
New research indicates that retirees may be overly conservative in retirement spending. How to plan. An Alaskan cruise or a Scottsdale swing? Whatever’s on your...
3 mins read
This Medicare Cost Can Be a Stealth Budget Buster. How Retirees Can Prepare.
Costs for Medigap insurance are rising fast. Retirees have other options if it becomes unaffordable. Norma Frerichs was shocked to learn how much her monthly Me...
3 mins read
You Can’t Avoid AI. But Don’t Let It Crowd Your Retirement Portfolio.
The market’s reliance on AI stocks poses risk for retirees. Make these moves to protect yourself. I have a confession to make: I don’t rebalance my portfolio re...
3 mins read
Live Longer and Better. Does Medicine’s New Obsession Really Work?
The longevity industry is booming with high-tech tests, drugs, and medical devices. What to know for your health—and personal finances. Abby Miller Levy thinks...
11 mins read
SMALL-CAPS SEE ALL >
Microcap Stocks Are Soaring. How to Play Them With Funds.
Active funds such as Oberweis Micro-Cap and Diamond Hill Small Cap could have an edge as trends shift in favor of smaller stocks. You have to admire Dimensional...
3 mins read
This Small-Cap Value Fund Is Crushing Its Peers. What It’s Buying Now.
The Heartland Value is snapping up regional banks and consumer-discretionary stocks. Investors have plenty to be worried about lately: escalating Middle East co...
5 mins read
The Best Active Small-Cap ETFs
Investors want their ETFs cheap, even though researching tiny companies can be more time-consuming and expensive. Actively managed small-cap exchange-traded fun...
5 mins read
While Big Tech Gets the Headlines, Small-Caps Are Rallying. Will It Last?
Historically, small-cap stocks have soared or slumped. Now, after an unusually long period of underperformance, they’re showing some life. Tesla Optimus robots...
5 mins read
TAXES SEE ALL >
Tax Refunds Are Higher. That’s Only a Fraction of the Story.
The reality of Tax Day 2026 was different than the one the president celebrated, Daniel Bunn writes in a guest commentary. About the author: Daniel Bunn is pres...
4 mins read
Americans Have Always Hated Taxes. The 250-Year Battle Over Your Wallet.
Tax resistance has ranged from the Whiskey Rebellion of the 1790s to Thoreau’s refusal to pay taxes on moral grounds to the 1,400 elected officials who signed G...
5 mins read
TECHNOLOGY SEE ALL >
The World Is Changing. Tech’s Top Spot Isn’t.
KKR’s Henry McVey sees earnings and economic growth concentrated in a handful of areas—and everything else left in the dust. Call it the Dickens economy: It is...
3 mins read
Quantum Insiders Are Selling Millions Worth of Stock. Does It Matter?
High-ranking executives at Infleqtion and D-Wave Quantum are selling stock amid a wave of renewed interest in quantum technology. As billions of dollars in fede...
2 mins read
AI Stocks Underestimate the Technology’s Potential, Says This Tech Investor
Brian Barbetta, co-head of technology investing at Wellington Management, is betting on Nvidia, ASML, and Samsara. Brian Barbetta, co-head of technology investi...
9 mins read
Stocks Are Booming. What About Corporate Governance?
The governance structures in rising tech companies are adolescent at best, Mike O’Sullivan writes. About the author: Mike O’Sullivan is the author of The Levell...
4 mins read
TELECOM SEE ALL >
Verizon Executives Rarely Sell Company Stock. This Insider Just Did.
Verizon’s networks chief made his first sale of company stock in more than two years, a filing shows. Verizon executives rarely sell company stock, but one of t...
2 mins read
TRADE SEE ALL >
Mexico Faces Trade Trouble With Trump. Stocks Are Still Up.
The U.S. indictment of a Mexican political figure for drug trafficking complicates Claudia Sheinbaum’s relationship with the Trump administration. President Cla...
3 mins read
Canada’s Carney Says Ties With U.S. Are a Weakness. His Next Move?
Canadian trade shifts as U.S. tariffs fuel oil pipeline push. On April 14, Canadian Prime Minister Mark Carney’s Liberal Party attained a majority in Parliament...
3 mins read
It’s Not Just Oil. The Iran War Sparked a Supply-Chain Mess That’s Hitting Tech, Medicine, and More.
Fallout from the Middle East conflict is rippling through the global economy—and growing worse the longer it lasts. Oil tankers drifting aimlessly in the Persia...
8 mins read
The End of Tariffs? Not a Chance, These Economists Say
The Supreme Court’s decision to strike down the Trump administration’s current tariffs marks a legal turning point, not a policy pivot, says Wells Fargo. Plus,...
5 mins read
TRANSPORTATION SEE ALL >
War Has Sent Shipping Rates Soaring. 6 Stocks That Could Win, According to This Analyst.
Omar Nokta, managing director and equity analyst at Clarksons Securities, favors Teekay Tankers, Scorpio Tankers, and other carriers. Ever since the Covid pande...
9 mins read
Buy This Railroad Stock. It’s Just the Ticket.
Canadian Pacific Kansas City will benefit from merger synergies and increased industrial production. After years of disappointment, Canadian Pacific Kansas City...
6 mins read
Buy UPS. Better Days Await the Stock.
The iconic shipping company hasn't given investors much to celebrate recently. But headwinds are turning to tailwinds. United Parcel Service is a ubiquitous, 11...
5 mins read
Waymo Is Raising $15B. Why Tesla Has the Robo-Taxi Advantage.
Waymo is raising $15 billion to expand its robo-taxi business, according to reports. The battle between Waymo and Tesla for control of the robo-taxi market is h...
2 mins read
TRAVEL SEE ALL >
Cruise Stocks Have Been Hit Hard. Norwegian Insiders See a Buying Opportunity.
Norwegian Cruise Line shares have dropped more than 9% this month amid rising fuel prices and a rare viral outbreak. Norwegian Cruise Line has experienced a spa...
2 mins read
Climb Aboard Viking. It Isn’t Too Late.
The cruise line stock, a Barron’s pick, is up more than 83% in almost a year. It’s not such smooth sailing for its biggest rivals. Viking Holdings’ Octantis is...
4 mins read
Who Needs Las Vegas When You Have a Casino in Your Pocket?
Las Vegas is hoping that rapid growth in high-tech businesses and logistics will offset its stagnant gaming industry. LAS VEGAS—Sin City isn’t luring enough sin...
9 mins read
This Investment Pro Recommends Checking Into Hyatt Hotels, Out of Airbnb
C. Patrick Scholes, a managing director at Truist Securities, also likes the prospects for Norwegian Cruise Line and Choice Hotels. Around this time each winter...
8 mins read
TREASURIES SEE ALL >
Bond Yields Are Nearing the Danger Zone
Government spending and inflation are sending long-term yields higher across the developed world. Will the 30-year Treasury yield 6% in a year? Bond yields rose...
5 mins read
The Tariff Ruling Could Hit Your Bond Portfolio. Here’s Why.
Interest rates have hardly budged since the Supreme Court decision voiding most of Trump’s tariffs. Don’t get complacent. Investors wondering what the Supreme C...
3 mins read
UP AND DOWN WALL STREET SEE ALL >
FedEx’s Fred Smith, Blackstone’s LePatner, and 4 Other Notables We Lost This Year
A tribute to prominent business figures we lost in 2025. An eclectic group of prominent business leaders left the stage in 2025, reflecting, perhaps, that whom...
4 mins read
UTILITIES SEE ALL >
Green Energy Demand Is Recharging European Utilities. 4 Stocks to Consider.
Europe is overhauling an aging grid to absorb renewable-generation capacity that now provides nearly half of the European Union’s electricity. Utility stocks ar...
3 mins read
Activist Investor Starboard Value Trims Its Stake in This Utility Giant
Starboard began pushing for changes at Algonquin Power & Utilities in late 2023. Starboard Value has been advocating for change at Algonquin Power & Utilities s...
2 mins read
Tech Giants Are Paying Up to Power AI. These Utilities Will Be Big Winners.
Electric companies are gaining the upper hand in deals with Alphabet, Amazon, and others. No AI magic trick is quite as impressive as the one it’s doing in fina...
13 mins read
Uncategorized SEE ALL >
Homebuying Is More Affordable. Why Rising Oil Prices Could Spoil the Party.
National Association of Realtors data show first-time home buyers returning to the market. But supply is still tight, and war-induced inflation could drive up m...
1 min read
Why $100 Oil Is Now in Sight. Who Wins, Who Loses.
Until now, producers have been able to keep the taps flowing, and store any excess oil in tanks on land or ships at sea. Not anymore. The oil market entered a n...
1 min read
VALUE INVESTING SEE ALL >
Japanese Stocks Are Bargains, Even After Big Gains
Value investors think the good times are far from over for the Japanese stock market. Here are stocks and funds to invest in now. Japan has had more than its sh...
6 mins read
10 Quality Stocks That Hit New Lows This Week—and Look Like Bargains
Even as tech surges, many other sectors in the market are trading at surprisingly attractive prices. Aside from technology, a roaring bull market this isn’t. Se...
5 mins read
World’s Largest Hedge Fund Buys Dell and UnitedHealth Stock, Sells AT&T
Bridgewater Associates, the asset management firm founded by Ray Dalio, also reshuffled its healthcare holdings. Bridgewater Associates, the world’s largest hed...
2 mins read
How Jeremy Grantham Nearly Lost It All and Became a Value Investor
Grantham, co-founder of money manager GMO, had a nasty but illustrative run-in with speculative small-caps early in his storied career. Here’s an excerpt from h...
8 mins read
VENTURE CAPITAL SEE ALL >
Venture Capital Financed a Cotton Mill in 1793. Today, It Invests Billions.
Since the early days of the U.S., venture capitalists have funded key technologies. If Samuel Slater was the father of the American Industrial Revolution, as Pr...
5 mins read
WARREN BUFFETT SEE ALL >
Berkshire Insider Buys Stock. It Wasn’t New CEO Greg Abel.
The firm’s new general counsel purchased $250,000 in stock, his first purchase since taking the job. Berkshire Hathaway’s new general counsel purchased $250,000...
2 mins read
Warren Buffett Found Plenty of Stock Buys Over the Years. Right Now His Company Looks Like One.
Berkshire Hathaway stock is in the midst of one of its worst periods of underperformance relative to the S&P 500 since Buffett took control in 1965. Berkshire H...
6 mins read
America’s Next Great Business Oracle May Not Be American. Meet the Next Warren Buffett.
Filling his shoes is almost like replacing a combination of Michael Jordan, Tiger Woods, and Wayne Gretzky. As Warren Buffett exits the stage , it’s reasonable...
8 mins read
Even Warren Buffett Is Open to Learning How to Be a Better Investor
Investors must evolve their thinking to adapt to constantly changing market environments, Douglas Eby writes in a guest commentary. About the author: Douglas Eb...
4 mins read
WEALTH SEE ALL >
Family Offices Bypass Private Equity and Go Direct
Last year, wealthy families boosted the value of direct investments in private companies by a stunning 123.3% to nearly $13 billion. For family offices, private...
4 mins read
When Families Are So Wealthy They Are Effectively ‘Massive Institutions’
Morgan Stanley partners Anna Winderbaum and Joseph Lerner discuss how they manage the complex needs of ultrawealthy families. Serving families with $100 million...
8 mins read
How a Sports-Minded Approach Helps UBS Advisors Serve Their Clients
Members of the Legacy Multi-Family Group at UBS in Los Angeles say that putting clients first, then the team, then themselves, helps prioritize goals and object...
7 mins read
An ‘Outside the Box’ Investment Strategy That Other Advisors Want to Tap
Merrill’s Raj Bhatia and his team run proprietary investment strategies that are also available to other advisors at the Bank of America wealth management unit....
6 mins read