Strip out the deal premium and the underlying assets look more complicated than either bulls or bears...
August flash was 3.3% with energy at 14.3%. The final was 3.2%. A hotter print on Oct....
A Goldman-led junk offering puts a live price on single-tenant AI infrastructure credit as long Treasurys test...
The difference between an earnings-trick buyback and a real valuation call is when management pulls the trigger.
The merger-with-a-foreign-bank talk that moved markets this week is most likely leverage, not a plan. But the...
When big index holdings lose spare cash, buybacks and dividends are at risk.
Roadster reveal on Oct. 1; Q3 delivery count is expected Oct. 2.
Tokyo's AI catch-up rally looks strong, but USD/JPY near 158 and a ¥15.4 trillion intervention tab make...
An activist fund is pushing for a sale as oil rallies again
When utilities fund payouts by selling assets rather than earning more, income investors need to know the...
