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Stéphane Renevier, CFA

Daniel Johnston

information technology

Stéphane Renevier, CFA

Daniel Johnston

Weekly Brief

Reda Farran, CFA

Daniel Johnston

information technology

Daniel Johnston

macroeconomics

Daniel Johnston

Daniel Johnston

macroeconomics

Stéphane Renevier, CFA

Daniel Johnston

information technology

Stéphane Renevier, CFA

Daniel Johnston

Weekly Brief

Reda Farran, CFA

Daniel Johnston

information technology

Daniel Johnston

macroeconomics

Daniel Johnston

Daniel Johnston

macroeconomics

Stéphane Renevier, CFA

Daniel Johnston

information technology

Stéphane Renevier, CFA

Daniel Johnston

Weekly Brief

Reda Farran, CFA

Daniel Johnston

information technology

Daniel Johnston

macroeconomics

Daniel Johnston

Daniel Johnston

macroeconomics

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Cloud

Nope, AI’s Not A Bubble, Says Goldman

Quite the contrary, the investment bank says, calling this the start of a big tech revolution. Stéphane breaks down what that means and how you might take advantage.

Investors Were A Bit Skeptical Of Inditex’s Results

Inditex reported some respectable results – but that didn’t dispel investors’ doubts

Your Daily Brief For September 13th

Global oil demand is expected to peak before the end of this decade, while Oracle’s stock dipped after some pretty measly quarterly sales

Oracle Has Some Cloudy Skies On The Horizon

Oracle’s stock dipped after some pretty measly quarterly sales

Morgan Stanley’s Love Letter Gives Tesla Shares A Boost

Here’s why the investment bank is crushing on the EV maker’s prospects now.

China May Never Be The World’s Biggest Economy

China had dreams of becoming the world’s biggest economy, but with the latest slowdown, that’s looking less and less realistic.

China’s Upsetting Apple’s Best-Laid Plans

Apple’s having a bitter time in China right now

China’s Exports Fell Again Last Month

China’s trade slump looks like it might be easing up

Lululemon Posted Some Pretty Healthy-Looking Results

Lululemon flexed its muscles and showed off some pumped-up results

China’s Economy Is Finally Making Some Moves

China’s manufacturing sector finally showed a tiny bit of motion

Nope, AI’s Not A Bubble, Says Goldman

Quite the contrary, the investment bank says, calling this the start of a big tech revolution. Stéphane breaks down what that means and how you might take advantage.

Investors Were A Bit Skeptical Of Inditex’s Results

Inditex reported some respectable results – but that didn’t dispel investors’ doubts

Your Daily Brief For September 13th

Global oil demand is expected to peak before the end of this decade, while Oracle’s stock dipped after some pretty measly quarterly sales

Oracle Has Some Cloudy Skies On The Horizon

Oracle’s stock dipped after some pretty measly quarterly sales

Morgan Stanley’s Love Letter Gives Tesla Shares A Boost

Here’s why the investment bank is crushing on the EV maker’s prospects now.

China May Never Be The World’s Biggest Economy

China had dreams of becoming the world’s biggest economy, but with the latest slowdown, that’s looking less and less realistic.

China’s Upsetting Apple’s Best-Laid Plans

Apple’s having a bitter time in China right now

China’s Exports Fell Again Last Month

China’s trade slump looks like it might be easing up

Lululemon Posted Some Pretty Healthy-Looking Results

Lululemon flexed its muscles and showed off some pumped-up results

China’s Economy Is Finally Making Some Moves

China’s manufacturing sector finally showed a tiny bit of motion

Nope, AI’s Not A Bubble, Says Goldman

Quite the contrary, the investment bank says, calling this the start of a big tech revolution. Stéphane breaks down what that means and how you might take advantage.

Investors Were A Bit Skeptical Of Inditex’s Results

Inditex reported some respectable results – but that didn’t dispel investors’ doubts

Your Daily Brief For September 13th

Global oil demand is expected to peak before the end of this decade, while Oracle’s stock dipped after some pretty measly quarterly sales

Oracle Has Some Cloudy Skies On The Horizon

Oracle’s stock dipped after some pretty measly quarterly sales

Morgan Stanley’s Love Letter Gives Tesla Shares A Boost

Here’s why the investment bank is crushing on the EV maker’s prospects now.

China May Never Be The World’s Biggest Economy

China had dreams of becoming the world’s biggest economy, but with the latest slowdown, that’s looking less and less realistic.

China’s Upsetting Apple’s Best-Laid Plans

Apple’s having a bitter time in China right now

China’s Exports Fell Again Last Month

China’s trade slump looks like it might be easing up

Lululemon Posted Some Pretty Healthy-Looking Results

Lululemon flexed its muscles and showed off some pumped-up results

China’s Economy Is Finally Making Some Moves

China’s manufacturing sector finally showed a tiny bit of motion