Magazine
April 27, 2026
Kevin Warsh Wants to Fix the Fed. Can He Realize His Ambitions?
Warsh, who is on track to succeed current Chair Jerome Powell, wants to lower interest rates and shrink the Fed’s balance sheet. Inflation may get in the way.
Don’t Fret the War. Why ‘Big Money’ Investors Are Bullish—and Where They’re Investing Now.
In our latest Big Money poll, professional investors see attractive gains in small-caps, international stocks, and energy. Weighing the impacts of the Iran war.
Long Read
Warren Buffett Found Plenty of Stock Buys Over the Years. Right Now His Company Looks Like One.
Berkshire Hathaway stock is in the midst of one of its worst periods of underperformance relative to the S&P 500 since Buffett took control in 1965.
Long Read
Inflation Complications: The Unusual Gap Between PCE and CPI Is Widening
An unusually high personal consumption expenditures index, the Federal Reserve’s preferred inflation gauge, is quashing hopes for interest-rate cuts.
4 minute read
This Plumbing Supplier’s Stock Is Still Too Cheap
Ferguson Enterprises can gain 25% over the next 12 to 18 months.
Long Read
It’s Crunch Time for Private Credit as the Leading Funds Get Ready to Report Earnings
Money has flowed out of the leading credit funds, and investors will be looking for indications the flood is slowing
Long Read
Insurers Are Lending to the Same Private-Credit Funds That Investors Are Rushing to Exit
Athene, Mass Mutual, and other insurers hold nearly $16 billion in bonds from private-credit funds facing heavy redemption requests.
Long Read
The Worst Year to Retire Wasn’t 1929. The Creator of the 4% Retirement Rule Says It Was 1968.
The high inflation that characterized the ‘70s and ’80s ravaged retirement portfolios.
4 minute read
Trump’s Crypto Agenda Is Struggling. 3 Things That Could Turn It Around.
Digital assets have lost almost 30% since PresidentTrump took office. Congress and regulators could rewrite their fate.
Long Read
Congress Is Broken. Investors Are Starting to Notice.
A dysfunctional legislative branch is increasing the risk premium associated with the U.S., Casey Burgat writes in a guest commentary.
Long Read
Canada’s Carney Says Ties With U.S. Are a Weakness. His Next Move?
Canadian trade shifts as U.S. tariffs fuel oil pipeline push.
3 minute read
War Has Sent Shipping Rates Soaring. 6 Stocks That Could Win, According to This Analyst.
Omar Nokta, managing director and equity analyst at Clarksons Securities, favors Teekay Tankers, Scorpio Tankers, and other carriers.
Long Read
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