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Shawn TullyFortune |
Rob Arnott of Research Affiliates warns that AI hype has stretched growth stock valuations to a breaking point—and the next decade will look nothing...
A $200 billion index fund strategist breaks down why U.S. large caps will deliver one-fifth the returns of the past decade—and which markets to own...
Inside the dramatic comedown for highflyers like Apollo, Ares, Blue Owl and KKR: "It resembles a run on a bank."
The Pentagon told lawmakers that they estimated the cost of the war exceeded $11.3 billion in the first 6 days of the conflict—and that didn't even...
A Wharton analyst told Fortune that if the conflict rages for a total of two months, it will inflict net new expenses on U.S. taxpayers of $65...
Should the Iran war drag on for even several more weeks, the damage to America's fragile finances will prove substantial.
From the archives.
The real moonshoot? Hitting the financial targets it would take to justify the market cap Elon Musk has been musing about.
Is AI taking jobs? Or are companies cutting jobs to pay for the enormous capex outlays on AI?
And that means Wall Street will make more money, too.
Bipartisan consensus is building in support of lowering the gulf between revenues and outlays to 3% of GDP.
A new research paper found that the huge influx of foreigners under President Biden's open border policy had the beneficial role of increasing the...
By 2035, the CBO expects the deficit to reach $2.96 trillion or 6.2% of GDP versus 5.8% today, and almost double the multi-decade, pre-pandemic...
Saylor has been offseting the Bitcoin drag by reverting to different and dangerous scheme: Issuing tons of preferred stock.
Frank Bisignano’s quick work at the SSA elicited ‘disbelief’ from Senator Elizabeth Warren, but an audit proved he’s hitting the mark.
Debt and deficits will put Kevin Warsh under great pressure to keep interest rates low and rely on short term borrowing. But long term that will have...
After subtracting the sale of credits and digital assets, Tesla booked just $2.28 billion in "bedrock," repeatable earnings.
As he eyes the next Fed Chair, nothing's a bigger deal in Trump's policy decisions than what makes the bond market thrive or tank.
Prior to the passage of the One Big Beautiful Bill, Trump’s “growth” math stood a chance of closing the gap. Now it’s much harder to see it working.
Spiraling interest payments—which grew from $352 billion in 2021 to $970 billion in 2025—put the debt train on an accelerated track.
The staggering math behind the rapid rise in interest due on our outsize debt.
“Big investors have nothing to do with how the housing shortage got created,” says Ed Pinto, a leading housing expert.
Musk's comp package incentivizes him to hype the stock, then deliver just enough on the basic business end to clinch a rich reward.
Six AI leaders are uniting to form a single company. How is this possibly legal, asks Madhavi Singh of Yale’s Thurman Arnold Project, an initiative...
Matt Swain has become a pioneer by pairing family offices looking to triple their money with under-the-radar businesses looking to exit.
By Fortune's calculations, investors' belief in Elon Musk's vision accounts for 90% of market value—a whopping $1.35 trillion.
Regulators were circling. The stock was sinking. This is the inside story of how Scharf took the toughest job on Wall Street, and got a legendary...
Johns Hopkins professor Steve Hanke is an expert on "dollarization" and has helped the Trump Administration run through the options for intervening in...
In naming Miran to the Fed’s seven-member board, President Trump has ignited a firestorm over mixing politics with economic policy.
From these heights, the chance for big returns going forward are low, and the risks of a sharp "reversion to the mean" downdraft is far more likely.
Together, those younger generations account for 35% of all U.S. consumer spending for Amex, up from 19% in 2019.
Musk’s new comp plan sets 12 goals for Tesla’s market cap, starting at $2 trillion and eventually rising to an incredible $8.5 trillion.
Nvidia is a fast-growing and highly profitable enterprise. But that may not be enough to reward investors from here.
History has shown that when stock valuations rise this far into the stratosphere, they eventually come back to earth.
Despite investors' initial harsh reaction, Tim Cofer's big strategic shift makes sense for KDP.
What’s especially troubling is the way the multiple reached its current heights. The main driver wasn’t what matters most: rising profits.
Miran is a rarity, a highly trained economist who makes a logical-sounding case for Trump’s stunningly contrarian game plan.
If shareholders suffer over the next five years, so will Musk.
Brian Yutko wowed his peers at MIT and his colleagues at flying-taxi startup Wisk. But can he help rebuild new product leadership at Boeing?
Huge recent gains will likely mean lower future returns, says Vanguard's Greg Davis; bonds and foreign stocks will do better.
Tesla's market cap fell below $1 trillion, but it still reflects investors' assumptions of enormous future growth.
Cardholders between their 20s and 40s make up 75% of Amex's new accounts acquired on its two premium cards, Platinum and Gold.
Cofer had his eye on GHOST—but had to convince co-founder Dan Lourenco to sell.
We're witnessing the confluence of crypto craziness and Wall Street's genius for underpricing IPOs.
“All roads lead back to China,” declares Dealmed CEO Michael Einhorn of his company’s journey to remake its supply chain.
Could Musk be fired? Will he get his pay package approved? Will Tesla be punished? Shareholders are in for a bumpy ride as the Trump bromance ends.
While Wall Street insiders enjoyed a first day "pop," it appears Circle could have pocketed much more from its debut.
Tim Cofer has helped power Dr Pepper past Pepsi and is building the industry’s most aggressive, creative player.
Last year Miran, 41, was a virtual unknown. Suddenly the "Mar-a Lago accord" author’s ideas are reshaping the economy.
“Making Money Work” argues that policymakers should once again make banks the centerpiece of the financial ecosystem.
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