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President Donald Trump just unveiled the “biggest tax cut” ever. Or at least, that’s what he and deputies like Treasury Secretary Steve Mnuchin and National Economic Council Director Gary Cohn are...
Janet Yellen and her Federal Reserve colleagues will meet to discuss interest rates next week. My take: Another rate hike is locked in! It would raise the federal funds rate from its current...
Money, money, money, mmmooonneeyy. MONEY! No, I’m not singing the theme song to the Apprentice TV show, or the 1973 soul/funk song from The O’Jays it came from. I’m talking about the driving...
Just over a month ago, I highlighted the defense sector as a great place to invest in 2017. The key reason: Donald Trump has pledged to unleash the biggest boom in defense spending this country...
Robots are perfect villains. Mechanical, metallic and merciless. Now they’re getting a software upgrade. And they’re coming for your job. Much like the Gilded Age – when industrialization in the...
Nvidia (NVDA) doesn’t get the notoriety of Apple (AAPL), Google (GOOGL), Facebook (FB) and Amazon (AMZN). It’s not even really a software company, yet it’s been a better technology investment than...
Hedge fund managers got together last week for a billionaires’ Woodstock — the Ira Sohn Investment Conference. And boy, for a bunch of rich dudes, they sure were cranky and downbeat. The two...
Remember "too big to fail" and all of the handwringing about bank instability in the wake of the 2008 financial crisis? No? How about the financial crisis, you remember that? No again? That’s...
High definition video chip maker Ambarella (AMBA) reported better-than-expected quarterly results late last week as the company tried to separate itself from the fortunes of troubled action-cam...
In a reminder that the world doesn’t revolve around Federal Reserve dot plots or the machination of Greek bailout negotiations in Brussels, there has been a surge of merger news as companies...