Articles

Companies will soon have to disclose how they’re managing climate-related risk. That’s good news for stock investors.

A long-overdue step toward giving investors crucial information to make informed decisions.

Masimo’s stock rallies on report of looming activist campaign, disclosure of spinoff plan

Politan Capital plans to nominate two more board members to Masimo.

Nursing homes can’t meet the care needs of an aging population

Where are we going to get the workers to care for us? How are we going to pay them?

Novo Nordisk targets heart disease in $1.1 billion deal

Novo Nordisk, the Danish pharmaceutical whose market cap has swelled due to popular weight loss drugs, on Monday announced it was making an acquisition targeting cardiovascular disease.

‘He demonizes me’: My delightful father, 95. has substantial assets. I’m afraid my right-wing brother will steal his money. What can I do?

“My brother is named executor, and he also has the sign-in passwords to all our father’s investment accounts.”

Oil prices buoyed by geopolitical tensions

Oil futures rose early Monday, lifted as investors monitored geopolitical tensions in the Middle East and kept an eye on developments in the Russia-Ukraine war.

Why have earnings fallen over the last two years while the economy has grown?

My monthly review of stock market valuation indicators

Going where the growth is means going to Europe

Earnings growth is where Europe has turned a corner without investors in the U.S. realizing it.

China reportedly seeks to block Intel, AMD, and Microsoft tech from being used in government computers

Beijing has introduced new procurement guidelines that seek to promote use of Chinese tech

The Fed’s less concerned about inflation so buy energy stocks, says Morgan Stanley

Morgan Stanley upgraded its view on energy stocks, arguing they have lagged the price of crude oil this year with compelling valuations.

Sinopec’s profit fell in 2023 amid oil market volatility

The company said it expects international oil prices to “fluctuate at medium to high levels” in 2024.

Why a Fed rate cut in June is not yet a done deal

An interest-rate cut at the Federal Reserve’s June meeting, though now widely expected, should not be viewed as decision that has already been made, Fed watchers say.
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