Our month-end letter for January discusses the links between private equity, private credit and elevated financial risks for the rest of us. The segment below offers a primer. Opacity and complexity ...

In June 2022, Canada’s Cullen Commission concluded that weak oversight of casinos in British Columbia enabled widespread money laundering by organized crime, with clear links to broader financial ...

The investor emotional cycle has not been repealed, and we now have emojis to help express it.

The house rakes it in until it implodes, and then they look to the government for bailouts. Unfortunately, individual players ...

Extremely interesting historical perspective in this discussion; worth a listen.

Far-reaching, worthwhile discussion in this segment.

For more than four decades, Jeremy Grantham has been one of the most contrarian voices in global investing. The co-founder of Boston-based asset manager GMO, he built his reputation warning about ...

Similar trends are unfolding in America, where Redfin housing-market analysis shows that in November 2025, there were about 37.2 % more home sellers than buyers in the U.S. housing market — roughly ...

Grid-scale batteries have, until recently, been predominantly used only to stabilize the frequency of electricity supply. But as prices have dropped dramatically in recent years and new chemistries ...

After three years of unusually high stock market gains, Wall Street equity analysts entered 2026 with record bullishness and no “sell” recommendations. After being burned on recession calls in 2022, ...