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Top Heavy

July 18, 2023 | As investments, big tech has literally been too good. Many of the largest investment funds face restrictions on further purchases of leading stocks, namely Apple, Microsoft, Alphabet, and Nvidia, due to diversification rules.

Bogleheads

July 17, 2023 | The momentum of second-quarter earnings is picking up, putting global stocks’ $10 trillion rally this year on the line.

The Conversion

July 16, 2023 | Transforming office buildings isn’t simple or cheap. But if done well, it could be one of the solutions to the U.S. housing crisis as many lower-income Americans struggle to find affordable housing.

Bidenomics

July 15, 2023 | Assessing a President’s plans and performance is typically fraught with political biases, or, at least, the accusation of them. Today, we'll discuss what “Bidenomics” is, and more

Earnings Season Returns!

July 14, 2023 | Earnings season is back. Let the talk of “strong balance sheets” and “challenging macroeconomic backdrops” commence.

Billionaire Summer Camp

July 13, 2023 | Speaking with CNBC at Sun Valley – the “summer camp for billionaires” – Iger left open the door to selling the company’s TV assets as the business struggles amid cord-cutting and the transition to streaming. In other words, Iger said Disney is open to selling an equity stake in ESPN and could spin off its legacy cable businesses such as ABC, FX, and National Geographic.

The Price Is Right

July 12, 2023 | Khan failed this week in her latest effort to block the big-tech deal between Microsoft and video game publisher Activision Blizzard. A federal judge denied her agency’s bid to block Microsoft’s deal, only months after the FTC failed to thwart a deal between Meta Platforms’ purchase of a virtual reality gaming company.