James Mackintosh

Private-sector investors are so ineffective at overseeing companies that state-run funds feel the need to step in..

まるで株主が企業をコントロールすることを諦めた、漫画の中の市場資本主義を見ている気分になることがある。だが現実は漫画ほどひどくはない。

There is a lot of bubble talk lately, but it's easy to tell a story of how recent market gains could be largely justified.

株価は今年、債券利回りの上昇に対する耐性を顕著に示している。その理由についてAIを指摘する声は多いが、ここに示すのは別の理由、一言で言えば生産性だ。

米国は成長ペースが二分された「二速経済」だ。おおむね力強く前進しているが、後には破壊の傷跡が残されている。

How much is Donald Trump's Truth Social actually worth? Forget financial analysis. Trump Media & Technology Group merged with Digital World Acquisition (DWAC), a SPAC, under the ticker DJT, and is listed on Nasdaq.

Exxon's surge is an important shift in the market, a new narrative that investors would be wise to pay close attention to—in case it changes again.

A stronger-than-expected economy portends fewer rate cuts this year as well as improving earnings.

High rates and war fears hit smaller stocks harder—driving an unusual split in two of the major U.S. indexes.

CEOs might resist the new investor mantra of Show Me the Money—but if they do, their share price is likely to suffer.