Nir Kaissar
The surprising tariff lesson buried in inflation data
The higher the inflation, the more likely businesses are to absorb most of the higher cost, at least in the near term, and vice versa
Now is the time to ask: How much market risk can you take?
NOW that the stock market has momentarily stabilised from the shock of President Donald Trump’s “Liberation Day” tariffs, investors have an opportunity to reflect on how their portfolio held up during...
The US stock market is becoming a dumping ground
It is evolving into a place for businesses that are too weak to attract private capital
Global diversification has disappointed; don’t give up on it
After an incredible 15 years for US public and private equities, investors shouldn’t count on history repeating
Stock funds can be difficult to compare. Try this
THE holy grail of stock investing is buying great companies on the cheap. Stock picker Peter Lynch plied a variation of that strategy to fame and fortune in the 1980s using his so-called PEG ratio. It...