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Shawn TullyFortune |
Record stock prices, surging bond yields — Research Affiliates has surprising advice on where to invest for the next 10 years.
"We have an aggregate demand issue, not a supply disruption issue," says William Luther, an associate professor at Florida Atlantic University.
Beijing hasn't ordered planes from Boeing since 2017. That could soon change.
The last time Shiller's CAPE index soared to 40, the market took 12 years to recover.
No one dreamed—or lost—bigger than maverick media mogul Ted Turner.
Amex's Steve Squeri and Delta's Ed Bastian clicked so well that they are now buddies in pursuing both profit and fun.
GameStop's play for eBay echoes the AOL-Time Warner deal in eerie detail—and that should terrify eBay's board.
The unlikely story of how a Queens-born outsider turned around a giant by betting young people would happily pay $900 a year for a credit card.
Inspired by the Rhodes Scholar program, Schwarzman's philanthropic initiative brings students in their early-to-mid-20s to spend a year immersed in...
Taxing the rich doesn't get remotely close to solving the debt crisis. So a solution will likely sweep across all income levels.
The move didn't surprise Hanke, who served on the UAE's Financial Advisory Council from 2008 to 2014.
According to Warren Buffett's math the stock market is officially in "playing with fire" territory.
Covid, a failed merger, and now a spike in jet fuel prices have conspired to make Spirit's finances unworkable.
"When purchasing power declines, fewer people buy homes at 28—but also fewer purchase at 38 or 48," writes the Housing Center's co-director Ed Pinto.
The "Buffett Indicator" has been a closely watched stock market valuation gauge ever since the legendary investor explained his reasoning in a 2001...
The dueling CEOs of United and American have a long history of circling each other in the industry.
Industry insiders told Fortune that a tie-up between the first and fourth largest U.S. carriers faces hurdles, but can't be ruled out.
The new industrial era may be a lot more beneficial to the folks and businesses that use the AI-enhanced products than the enterprises that furnish...
The oil crisis will end with the war, it's the inflation predicament that has legs, predicts Steve Hanke of Johns Hopkins.
Las Vegas, Austin, and Miami are now leading a national price downturn, while metros like Cleveland, Pittsburgh, and Milwaukee are finally having...
$7.8 trillion in extra revenue, GDP growing at 3%, vanishing deficits, and a 42% defense hike—to skeptics Trump’s math just isn’t adding up.
Elon Musk's pivot from electric vehicle sales to self-driving taxis and robotics will clobber Tesla's earnings, and could crush its shares.
The ROAD Act aims to keep big investors out of the single family home rental market. Critics say that could kill investment in new homes, and drive up...
They knew they were getting a payout. But employees at CoolIT had no idea just how much they'd profit from KKR's sale of their employer.
A nonpartisan think tank is proposing a fix that promises significant progress towards putting Social Security on a path to self-sufficiency.
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.
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