Even if a company is profitable, it doesn’t always mean it’s a great investment.
Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
As the Federal Reserve is widely anticipated to implement a 25-basis-point interest rate cut today, September 17, 2025, the bond market is already reflecting the immediate implications, prompting fixed-income investors to recalibrate their strategies. This widely telegraphed move, driven by a softening labor market and concerns over persistent inflation, is
The financial markets are currently grappling with a fascinating, and at times unsettling, economic phenomenon: a "jobless expansion." This unique scenario sees the overall economy demonstrating robust growth in output and services (GDP), even as employment levels stagnate or, in some sectors, begin to decline. This disconnect presents a complex
Persistent inflation, a seemingly ubiquitous feature of the global economic landscape, is exacting a heavy toll, particularly on the most vulnerable segments of society. Far from being a uniform economic phenomenon, the current inflationary surge is disproportionately eroding the purchasing power of lower-income households, thereby exacerbating existing inequalities and deepening
With the economy flirting with a recession, investors who shore up their portfolios with defensive consumer staples stocks are likely to feel less pain.
Retailers are evolving to meet the expectations of modern, tech-savvy shoppers. Digitization has been one of the keys to staying competitive against e-commerce rivals, a move that has enabled the industry to grow same-store sales.
Consequently, retail stocks have climbed 21.5% over the past six months, beating the S&P 500 by 5 percentage points.
The United States economy is facing an increasingly complex and concerning confluence of risk factors, raising the specter of a looming recession. A deteriorating labor market, persistently high inflation, and the ongoing, disruptive impact of trade tariffs are interacting in ways that significantly elevate economic uncertainty for businesses, consumers, and
Despite growing anticipation for a shift towards looser monetary policy, the Federal Reserve faces compelling counterarguments against cutting interest rates. A confluence of persistent inflation remaining above target, the specter of tariff-induced price hikes, and increasing concerns about "stagflation" – a challenging economic scenario combining high inflation with stagnant growth – presents
The global economic outlook for the second half of 2025 is increasingly shrouded in uncertainty, as a complex interplay of new policy shifts and persistent geopolitical tensions threatens to unleash a period of heightened macroeconomic volatility. Businesses and consumers alike are bracing for potential changes across a spectrum of critical
Costco's success is attributed to late Berkshire Hathaway vice-chair Charlie Munger's advice to stick to your knitting. He sat on the board for 25+ years and emphasized long-term ownership, learning, and resilience in markets.
