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Taiwan Semiconductor (TSM): The Key Enabler of AI Chips and a Durable Long-Term Share Gainer

Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Multi Cap Growth Strategy”. You can download a copy of the letter here. In Q2, the Strat ...

Saudi oil exports surge to highest since start of Iran war on Hormuz ramp-up

Palo Alto Networks (PANW) is Strengthening from Enterprise Security Consolidation Amid Rising AI Threats

Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Multi Cap Growth Strategy”. You can download a copy of the letter here. In Q2, the Strat ...

2 Reasons to Like CL (and 1 Not So Much)

Colgate-Palmolive currently trades at $86.14 per share and has shown little upside over the past six months, posting a middling return of 1.9%. The stock also fell short of the S&P 500’s 18.4% gain du ...

Advanced economies: From one example of resilience to another

History tends to repeat itself in advanced economies. Once again, growth ultimately fell short of expectations by only a small margin in the first half of 2026, despite the conflict in Iran. As early ...

Philly Fed's Paulson sees further rate hikes ahead after supporting rate increase last week

DXY 1.03 target pullback first viable [Video]

DXY 1.03 Target Pullback First Viable. Coach discusses a potential pullback in the DXY that could set up selling opportunities in EURUSD around the 1.15–1.1550 area. Dale also provides an update on hi ...

Dodge and Cox’s Bullish Stance on Thermo Fisher Scientific (TMO)

Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. You can download a copy of the letter here. U.S. equities achieved ...

Visa (V): A High Margin Company with Long-Term Growth Potential

Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. You can download a copy of the letter here. U.S. equities achieved ...

What Makes KKR (KKR) an Investment Bet?

Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. You can download a copy of the letter here. U.S. equities achieved ...

Record Fuel Prices Send European EV Sales Soaring

Record-high gasoline and diesel prices in many European markets did what European policymakers couldn’t do in years - shift consumer choice to low-emission vehicles. Battery electric vehicle sales in ...

2 Reasons to Watch MTCH and 1 to Stay Cautious

Match Group has had an impressive run over the past six months as its shares have beaten the S&P 500 by 16%. The stock now trades at $40.84, marking a 34.4% gain. This performance may have investors w ...