Tag Archives: Finance

BARRON’S MAGAZINE NOVEMBER 2, 2026

BARRON’S MAGAZINE: The latest issue features ‘THE CHINA AUTO SHOCK’ – The country is flooding the world with cars. Investors, beware.

China Is Flooding the World With EVs—and Drowning Auto Stocks

China is flooding the world with cars, hurting rivals everywhere. Why GM and Lear could thrive anyway.

The Oil Giants Are Raking In Cash. Here’s What They’ll Do With It.

The five global oil majors added $67 billion to their huge cash piles in the third quarter. Don’t expect a spending spree anytime soon.

Half of ‘Big Money’ Managers Say the AI Boom Has Years Left to Run

The optimists cite robust earnings growth; the pessimists see a bubble in danger of bursting. Plus, the pros’ forecasts for interest rates, international markets, the midterm elections, and more.

Want to Be Like Larry Ellison? Then Borrow Like a Billionaire.

It’s an increasingly popular approach with investors. Just don’t get carried away.

California’s Billionaire Wealth Tax Is a Referendum on Big Tech

If passed, Proposition 40 will primarily affect leaders of technology companies, but that doesn’t mean everyone else supports it.

THE ECONOMIST MAGAZINE OCTOBER 31, 2026

THE ECONOMIST MAGAZINE: The latest issue features ‘The Americans changing politics for the better’…

The Americans changing politics for the better

Hispanics and Asians have become their country’s most dynamic swing voters

Andy Burnham’s government talks of change, then does nothing

Britain’s unimpressive budget reveals a lack of ambition

Israel’s Jewish and Arab opposition parties should work together

If they want to dislodge Binyamin Netanyahu from office, they need to act fast

What to make of 25 years of Narendra Modi

He is learning that even rapid economic growth won’t placate voters if it fails to produce jobs

Markets are dismayed by Lula’s surprise win—and for good reason

The pressure is on Brazil’s re-elected president to avoid an economic slump

Let China copy American AI

Distillation annoys Anthropic and OpenAI. That is not reason enough to ban it

BARRON’S MAGAZINE – OCTOBER 26, 2026

BARRON’S MAGAZINE: The latest issue features ‘HOW THE MIDTERMS COULD REMAKE MARKETS’ – A divided government would put some industries in the crosshairs. What to expect in AI, and beyond.

What a Blue Wave Would Mean for Wall Street

The midterm elections will put some industries in the crosshairs. What to expect in AI, healthcare, and beyond.

5 Telecom Stocks That Can Survive the Musk Threat—and 1 Reason to Buy SpaceX

Shares of T-Mobile, AT&T, and others look attractively priced.

The Trump Economy in 7 Charts

The president has repeatedly promised to bring Americans lower prices, higher growth, and more jobs. His administration has produced mixed results.

Homeownership Helped Make America. It’s Slipping Away for Millions.

Homeownership rates surged in the 1940s and 1950s. But high home prices and interest rates are putting the American dream at risk.

Options ETFs Are Booming. Beware the Trade-Offs.

These pricey, complex strategies appeal to income-hungry and skittish investors—but some can cap your upside and leave you exposed to market downsides.

THE ECONOMIST MAGAZINE OCTOBER 24, 2026

THE ECONOMIST MAGAZINE: The latest issue features ‘The agony of liberal Europe‘…

The agony of liberal Europe

Centrist rulers have fallen dangerously short—and are now paying the price

“The first steps into the Unrest seem straightforward enough—anger at the fall of real wages, at capitalist aggression, at the unwillingness of Parliament; anger fomented by agitators…reason wars with instinct.” Few of those who mobbed French cities this week would recognise those words. But many would agree with George Dangerfield, the British-American journalist who wrote them. The demonstrators were consumed by rage. Rage at the failure of the state and against the floundering centrist politicians who govern. Rage at high prices and economic dysfunction. And for some, rage against the idea of centrist politics at all.

Will AI take over science?

Artificial intelligence will require scholars to reinvent their disciplines

Mysteries of the Musk Foundation

The world’s richest man disdains charity. His money is where his mouth is

How Britain’s lobbyists exploit suicide

Public policy is increasingly dictated by tragedy

Our interview with Alice Weidel

The populist-right politician says Ukraine has “already lost” against Russia and should sue for peace

BARRON’S MAGAZINE – OCTOBER 19, 2026

BARRON’S MAGAZINE: The latest issue features ‘THIS STOCK’S FOR YOU’ – Anheuser-Busch InBev is battling the industry’s long slump with new types of nonalcoholic beers. We see a tasty investment.

Nasdaq Suffers Worst Week Since June. AI Fears Are Shaking Markets.

Only two of the Magnificent Seven firms—Meta Platforms and Tesla—report in the week ahead. This brutal skid could continue.

This Stock’s for You: Buy Bud’s ‘Diet Coke’ Moment

Americans and Europeans are drinking less alcohol, but that’s no problem for AB InBev. The Bud and Michelob brewer’s shares are trading at a discount as new zero-alcohol concoctions hit store shelves.

Wall Street Is Unusually Optimistic About Third-Quarter Earnings. Here’s Why in 5 Charts.

Wall Street is riding a record-high wave of positive corporate guidance and expanding profit margins led by energy and tech. Can it last?

Utility Stocks Offer Nice Yields and Are Less Risky Than Other AI Plays

The sector is attractively priced after a lackluster year, and offers healthy dividends and robust earnings growth.

Taxes on the Wealthy Are on the Ballot in Many States. Could It Become a Federal Trend?

Voters in more than a dozen states are considering tax-related amendments in November.

THE ECONOMIST MAGAZINE – OCTOBER 17, 2026

THE ECONOMIST MAGAZINE: The latest issue features ‘NOT SORRY’ – What Carney and Canada can teach the world…

Mark Carney and the lessons for the middle powers

Canada demonstrates how to respond to a dangerous world

What if the machines take over science?

Artificial intelligence will require scholars to reinvent their disciplines

Hardly his finest hour

Donald Trump’s scheme to secure Russian diesel is scandalous

America makes waves in Cuba

But it shouldn’t undermine the growth of the island’s private sector

Millennials’ success deserves a toast (not the avocado sort)

How a “lost generation” found itself

A PROMISE, NOT A FORECAST

Intellicurean Essays· on Intellicurious

On a July morning in 2012, the head of the European Central Bank told a room in London that he would do whatever it took to save the euro, and then added two words: believe me. The program he went on to design was never used. A new essay asks how a sentence can do the work of a policy, and what it costs to keep one.


A Promise, Not a Forecast: a dark modern conference hall. A man in a dark suit stands at a slim lectern with his back to the viewer. A single ribbon of gold light runs from his hand up across a giant wall of falling red market data, and every red fragment stops above it. In the foreground, an audience in silhouette holds up phones and tablets whose screens show the gold line.
A line made of nothing, holding back the market, and a room recording it. Made for the essay.

Why we’re pointing you there

This week’s Nobel in economics went to Robert Hall and Michael Woodford, and Michael Cummins reads their theory as a theory of promising. Hall showed in 1978 that tomorrow is already inside today’s spending. For forty-six years he also chaired the committee that dates America’s recessions, the economy’s official narrator, always speaking after the fact. Woodford built the model central banks now use, and wrote that guidance must offer “a ‘promise’ and not merely a ‘forecast.’” Three years later Janet Yellen said of the Fed’s dot plot, “that’s not a promise.” Between those two sentences the essay sets the promises that held and the one that broke: the Swiss National Bank’s floor under the franc, called the cornerstone of its policy three days before it was abandoned, when the franc jumped almost 30 percent in minutes.

Then the turn. The fall in inflation after 2022 is being told as the theory’s triumph, but the economists who have studied it most closely disagree about why it happened, and the laureate himself spent the 2010s building a listener who believes less. Meanwhile the listener is changing: from a television anchor reading the thickness of Alan Greenspan’s briefcase to futures trading three milliseconds after a Fed release. The essay says plainly that it was drafted and edited with Claude, and it ends on one question: if the listener a central bank speaks to has read every promise it has ever made, what is a promise still worth?

A dark, steeply raked auditorium. On a distant stage a man at a lectern faces a large market screen. A gold ribbon of light bursts into hundreds of thin gold threads that fan out to cameras, tablets on tripods and server towers among mostly empty seats. In the front row, under a pool of warm light, an old leather briefcase sits alone; no thread reaches it.
A hall with no one in it, listening. Made for the essay.
Read the full essay at Intellicurean →

Essays & Reviews for the Intellectually Curious

BARRON’S MAGAZINE – OCTOBER 12, 2026

BARRON’S MAGAZINE: The latest issue features ‘THE NEXT REVOLUTION IN TRADING’ – Wall Street is “tokenizing” stocks and moving them onto the blockchain. What it means for investors.

Wall Street Is Headed to the Blockchain. Inside the Token Revolution.

Tokenization of financial assets could be the biggest revolution on Wall Street since the move from paper to electronic trading. Don’t think Bitcoin. Think blockchain.

Interest Rates Are Surging. Portfolio Moves to Make Now.

Investment pros say investors shouldn’t abandon bonds, but instead focus on those with shorter maturities.

If History Is Any Guide, High Interest Rates Could Be Here for a Good While

This year, Barron’s has published a series of articles linking the birth and growth of America with the rise of financial markets. Today, lessons from the bond market’s 200-plus years.

The Case for Investing in Real Estate Now—Even With Rising Interest Rates

Low valuations and strong fundamentals in subsectors like senior housing and data centers argue for a selective approach.

Inside the Big-Money Business of Protecting Data Centers

Data centers are spending millions on high-tech security, from facial recognition and drones to robot dogs.

THE ECONOMIST MAGAZINE – OCTOBER 10, 2026

THE ECONOMIST MAGAZINE: The latest issue features ‘Will bonds blow up?’….

Will bonds blow up?

A government-debt crisis is looming

A selfish ploy to break up Pakistan

Its military chief wants lots of small provinces, to fragment the opposition

How Europe should deal with the new China shock

Amassing “second-strike” trade weapons is not enough

A no-rules approach to AI is mad politics and worse policy

Do not let it rip

Britain’s Greens have voted, shamefully, to say Zionism is racism

It is a damning moment for a political party with pretensions to power

Brazil is a right-wing country now

The Bolsonaro clan promises to align with Donald Trump, and to attack democratic institutions

BARRON’S MAGAZINE – OCTOBER 5, 2026

BARRON’S MAGAZINE: The latest issue features ‘A MARKET DIVIDED’ – Even with the S&P 500 near record highs, many stocks are struggling. We see opportunities.

A Divided Stock Market Looks Scary. It Could Be the Setup for a Serious Rally.

A yawning gap has opened up inside the stock market that to some looks like an abyss. We see an opportunity.

AI Agents Got Cash to Trade Stocks. Here’s What They Bought and Sold—Repeatedly.

An investor gave AI agents $500 each and provided the same daily prompt: Make as much money as you can. Stockbrokers don’t need to worry…yet.

Quantum Computing Is Having a Moment. What to Know About the Hottest Sector After AI.

Just a decade ago, it was nothing more than the dream of scientists in the lab. Recent advances by IBM, IonQ, Nvidia, and others illustrate the new promise of the complex technology. Investors are taking notice.

AI Will Revolutionize Medicine. This Company Provides the Plumbing.

Veeva Systems stock can rally by 30% over the next year.

The Stock Market Is Looking Ahead to Earnings Season—and It Likes What It Sees

Get out your trust rope and harness. Investors are once again climbing the proverbial wall of worry—and earnings season could provide the piton that supports the stock market’s next move higher.