Alphabet ’s disappointing earnings outlook spoilt the party for investors last week as other Big Tech players wheeled out the champagne. The Google parent is searching for levers to please investors and signing up a partner for its fiber-cable business could be one handy tool. Alphabet is looking for external investment for its GFiber business, … Read more
It is always a stockpicker’s market. You just have to pick the right stocks. If you picked the so-called Magnificent Seven last year—a group of highflying, mostly tech stocks that powered the S&P 500 index to a 24% gain—you looked in the mirror and beheld a genius. This year, it might be wise to avoid … Read more
With wars raging again in Europe and the Middle East, and U.S.-China tensions on the boil, the political order that underpinned markets for decades is under serious threat. So, too, is the financial order, as the U.S., Europe, and even Japan exit the zero-interest-rate era, and the U.S. and China face deteriorating fiscal health. In … Read more