Donald Trump’s baby bonds: a policy idea worth taking seriously?
The so-called Trump Accounts begin at birth with the US government depositing $1,000 in index funds
Tesla in 2026: is anyone still counting car sales?
Tesla’s share price is a bet on a future that may not exist
Albert Manifold is shaking things up at BP
Green ambitions are giving way to a tougher, US-style oil-and-gas-first agenda
CRH set for S&P 500, but gains may be fleeting
Inclusion often produces a short-term share price pop, but then fundamentals take over
Is there an AI bubble? Howard Marks weighs in
Yes, there is speculative activity and various causes for concern, but at the same time he notes why some insist ‘this time it’s different’
A $350bn Anthropic IPO doesn’t make this a bubble
Firms tend to issue stock when they think it’s expensive and repurchase when it’s cheap. That’s not what’s happening now
Trump loyalist Kevin Hassett as Fed chairman could politicise US monetary policy
Respected economists once defended Hassett’s expertise but he has a record of partisanship and poor judgment
Cash is king in Ireland, but Sweden shows investors a better way
The notion that investing is exclusive means those who need their money to work hardest are the least likely to benefit from it
AI bubble? Big Short investor Michael Burry’s bold calls often miss the mark
Critics dismiss Burry as a one-trick pony, which is arguably harsh
Google’s surge shows how quickly AI narratives turn
The pendulum has swung again, with Apple recently climbing back to the point where it was within reach of Nvidia’s valuation
Apple braces for life after Tim Cook’s $3.6tn tenure
Few corporate records come close, and the scale of Cook’s achievement makes Apple’s succession process a delicate one
Could all the AI bubble warnings actually be a positive?
AI valuations look very stretched. But historically, markets that are worried about being in a bubble tend not to be, according to new study
Richard Murphy predicts a stock market apocalypse – again
Including dividends, the S&P 500 has nearly tripled since December 2017 when he warned of a bursting bubble and is up 90% since early 2021
Google’s gains and Meta’s woes show a more cautious AI market
Markets appear to be increasingly wary of big AI promises unsupported by cash flow or path to profitability















