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Opinion
Opinion
August 21, 2026
Scotch Bes
Scotch Bes is a new elixir designed to ease the burden of your debts. A few sips of this whisky will…
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Opinion
August 18, 2026
Financial innovation in Jackson Hole
Since 1982, central bankers and economists have gathered in Jackson Hole, Wyoming. This year’s…
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Opinion
August 11, 2026
Fuel for a bubble
Until Friday, the direction of travel seemed clear. Markets were pricing in a September rate hike by…
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Opinion
August 10, 2026
Does your fund manager think like a household?
Ask an investor why they are buying a stock, and the answer is fairly predictable: the company is…
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Opinion
August 5, 2026
The tail wags the dog
History never repeats itself in financial markets, but it often rhymes.
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Opinion
August 3, 2026
Terry Smith is right about AI, that’s why we’re not changing anything
AI is changing the market. Technology giants such as Alphabet cannot escape the enormous investments…
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Opinion
July 31, 2026
How not to deal with high inflation
When is a central bank fighting inflation too aggressively? A commonly used yardstick for answering…
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Opinion
July 28, 2026
The cheapest bubble ever
Anyone claiming to see a bubble should be able to point to excessive valuations. That is precisely…
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Opinion
July 27, 2026
The market is mumbling less and less
On October 22, 1987, three days after Black Monday, the US stock market fell nearly 4 percent. What…
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Opinion
July 27, 2026
Chart of the week: the AI price tag everyone is missing
Stories about AI stocks have been dominated for months by questions about valuations. Yet while most…
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Opinion
Low expectations, big surprise?
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Investing
Wall Street’s earnings boom is less solid than it looks, says valuation expert
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