Last week I noted the problems of sitting down with a blank screen and trying to figure out what to write. This week I have the opposite problem: I have well over 20 important research notes from ...

I have a lot of short conversations about dividend stocks. They go something like this: “Oh, your specialty is dividend ...

Last week's issue generated more thoughtful replies than we expected. What struck me wasn't that some of you disagreed with a point or two. It was what you agreed on. Almost nobody argued that nothing ...

For roughly three decades after World War II, worker pay rose almost one-for-one with productivity. As the economy grew, so ...

The AI Era is here, reshaping portfolios, businesses, and daily life. The genie is not going back in the bottle, and it brings real opportunities and real risks. The AI Playbook is your end-to-end ...

When we talk about inflation, the conversation usually centers on periods (like now) when inflation is especially high. Those are certainly problematic. But we can overlook a possibly bigger problem: ...

Jacob Shapiro is an independent geopolitical analyst who helps investors and executive teams understand how a multipolar world is reshaping markets and strategy. He provides bespoke research, private ...

As I sat down to start my work week, I realized that I didn’t eat a single hot dog over the holiday weekend to celebrate the 250th birthday of America. Instead, I sat at Otto’s Pub and Brewery in ...

Over the weekend, I was talking with a family friend who was moving some money around. I asked what he planned to do with the cash left over. I was hoping his answer wasn’t put it in a low interest ...