A BOJ Rate Hike Threatens Japan’s Appetite for US Treasuries
Markets must price the Fed on Sept. 16 and the BOJ on Sept. 18, and the bigger risk sits in the bond market, not the yen.
Category: Money
Eli Lilly Is Turning Its Obesity Billions Into a New Company
GLP-1 cash flow is funding bone health, endometriosis research, and a global pill rollout, a masterclass in converting one franchise into many.
Copart Is Spending $1.9 Billion to Own the Full Life of Every Car
Its biggest acquisition buys data and pricing intelligence. Does that extend the compounding runway?
Seagate Is Up 200% This Year. Q1 Guidance Says It’s Not Over.
Record free cash flow, four straight EPS beats, and AI storage demand collide with a stock about 21% below its 52-week high.
Flex Just Turned Itself Into an AI Power Company
A $4.4 billion bet on EPC Power redefines what Flex can own in AI power.
JPMorgan Tells Clients to Cut Risk. Its Own Wealth Arm Disagrees With Goldman on Why.
A house divided: JPMorgan de-risks into Sept. 16, wealth strategists see a hike, and Goldman still leans hold.
Watch the Peso, the CAD, and the Rails
Mexico is negotiating its way out of tariffs while Canada retaliates with C$27.6B. Two very different outcomes are now in motion.
Copy the Shape, Not the Name
Trump’s June filing reveals a defensive-compounder basket plus a bond rotation: a portfolio structure worth studying regardless of who owns it.
The Fed Is Not the Bond Market’s Biggest Problem
A $29 trillion borrowing wall, a BOJ poised to hike in September, and synchronized fiscal expansion across NATO are pushing global yields higher with or without Washington.
TeraFab Wants 400 EUV Machines. ASML Ships 48.
The biggest building plan on Earth hits a constraint that money cannot speed up.