Tesla's Roadster demo lifts the brand, but open questions remain on specs and release, with implications for legacy firms and insurers.

Buffett's textile lesson applied to Ethan Allen: why we recommend voting FOR all five DGB nominees on the WHITE card.

A leading French presidential candidate proposes cancelling the nation's debt, an effective default. What it could mean for investors.

Better Home & Finance shareholders backed founder Vishal Garg's consent solicitation, as Egan-Jones recommended.

Open-source software is gaining share from closed-source rivals, especially with consumers, while incumbents keep some lock-in.

AI is removing the overhead that kept professionals in large firms, pressuring the sponsors, lenders and shareholders behind them.

China outgrew the US, but competition handed the gains to workers and customers, not shareholders.

Cheap missiles and drones have handed Shia-aligned groups the Middle East's oil chokepoints. The petrodollar order is unravelling.

Even stellar issuers can deliver disastrous bond returns when duration, rates, pricing, and sector risks are overlooked.

Rising debt and shifting industrial power may force painful adjustments, increasing the need for resilient assets and safe harbors.

Tricolor’s collapse shows how rising delinquencies, higher funding costs, and falling collateral values can signal credit risk.

Cheap, long-range drones expose commercial assets, insurers, lenders and investors to rising strategic risk.

Financial power follows economic power; China’s rise could challenge U.S. market dominance and trigger major repricing.

U.S. goals in Iran remain unmet as Hormuz disruption, inflation, depleted reserves and regional attacks raise global economic risks.

Middle East sovereigns face concentrated risks in oil routes, water, food, demographics, stability, and escalation.

AI is challenging assumptions about inflation, expertise, first-mover advantage, contract law, and credit risk.

Saudi-Iran cooperation and new oil routes could reduce regional tensions, lower energy prices, and reshape investor risk.

Drones are reshaping military power, exposing limits in Russia and Iran while potentially deterring China over Taiwan.