Earnings stay strong and AI capex surges, but rising risks and rich valuations test how long profits can keep carrying ...

One notable absence: Buybacks. Buffett refrained from repurchasing Berkshire shares for the fifth straight quarter, a meaningful signal in itself. Berkshire stock has risen roughly 5% year-to-date, ...

Retail investors are crushing the pros and that’s rarely a good sign. Owen Lamont says “dumb money” wins often mark bubble territory.

The preliminary decision to block Cosette's acquisition of Mayne Pharma sets a bad precedent and would weaken Australia's capital markets.

Pzena Investment Management says extreme global dispersion has created a fertile environment for value investors.

Holding it doesn’t abate risks such as modest consumer price inflation; yet owning it at today’s prices creates a significant risk of loss.

The Metrics managing partner says private real estate debt may offer the protection investors search for when things look toppy.

Gold’s surge into the $4,000s highlights powerful demand drivers, supply limits, and why the metal remains both compelling ...

According to Fidelity's Maroun Younes, mobile tech company AppLovin is another tech stock that could outperform the Mag 7.

It’s a chance to see how professional investors think when they’re forced to make the hard calls, where conviction meets ...

Whole loans offer higher returns but it pays investors to be aware of the increased risks over traditional securitisation.

Markets wobble, nerves twitch. But resilience isn't about retreating, it's about owning companies built to endure and adapt.