Scenario analysis is essential in uncertain times, but it must be well-grounded, not just drawing an arbitrary line on a graph. You know times are uncertain when institutions start publishing scenarios alongside their normal forecasts. Two principles underlie good scenarios. First, the narrative underlying the scenario must hang together – no assuming people do things […]
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Every market mania has a moment when the spreadsheet meets reality. The dot-com era had it in March 2000, when one Microsoft antitrust headline flipped a euphoric tape upside down. The housing bubble had it Read more…
The Chase Freedom Unlimited® card is a popular choice for folks with decent credit scores looking for a no-annual-fee card with a welcome bonus and the ability to earn cash back on purchases. Here’s an Read more…
Alphabet reports Q1 2026 earnings on April 29 after the close. Wall Street is watching two things above everything else: whether Google Cloud can sustain 50%-plus revenue growth, and whether Alphabet’s massive AI capital spending Read more…