Politicians and think-tank wonks of all stripes love to condemn government “waste, fraud, and abuse.” But saying it isn’t ...

Our good friend Jared Dillian is back on Global Macro Update for a state of the union. We’re discussing everything from Indian stocks, Milei’s Argentina, and burning cars in France, to Social Security ...

Archer-Daniels-Midland is a Dividend Aristocrat with a 52-year history of raising its dividend. But recent accounting ...

Two weeks ago, I opened this letter by noting the election uncertainty, once over, would give way to a different uncertainty about what comes next. That’s where we are now. I went to bed “early” on ...

Trump himself promised as much. Last April he reportedly told a group of oil executives they should donate $1 billion to his ...

As Stephen’s said all along, crypto needs regulatory clarity. Finally, we’re going to get it, and fast. Stephen: Trump's ...

Let’s start with this important thought: President-elect Trump now has an inflation problem. Yes, he inherited it, but that dog will only hunt for about a year. Then it is truly his problem. Here’s a ...

Lots of AI companies are attacking Google. But one small company is disrupting it the most. It’s a company Nvidia (NVDA) CEO ...

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Today we’re speaking with Peter Boockvar, the chief investment officer at Bleakley Financial Group and editor of The Boock ...