Investing in Stocks
What CEO Crisis Leadership Can Tell Investors
A corporate crisis tests more than a balance sheet. It tests whether the people responsible for that balance sheet can make sound decisions when familiar assumptions stop working. Demand disappears, financing becomes expensive, and employees need direction before management has…
Can Electricity Use Predict Industrial Stock Returns?
A factory’s electricity bill can tell two very different stories. It may be rising because machines are producing more goods, or because the same production now costs more. For investors, confusing those explanations can mean mistaking growth for pressure on…
Why Stocks Near 52-Week Highs Can Mislead Investors
A stock approaches its highest price of the past year. The gap between buying and selling prices narrows, and more shares appear available for sale. Trading looks easier. Does that also mean the market is doing a better job of…
AI and Hiring Efficiency: What Investors Should Know
Artificial intelligence is often presented as a way to do more work with fewer employees. That framing overlooks another opportunity: helping businesses employ the right number of people as demand changes. Hiring too aggressively can inflate costs. Hiring too cautiously…
Digital Transformation Can Hurt Profits While Raising Valuations
Digital transformation is usually sold as a path toward greater efficiency, better decision-making, and eventually higher profits. The problem is that the financial benefits do not necessarily arrive when the bills do. A new study examining Chinese listed companies offers…
The Hidden Economics Behind Supply Chain Greenwashing
Why Supply Chain Climate Pledges Often Fail to Cut Emissions Corporate climate plans increasingly reach far beyond factories, offices, and vehicle fleets owned by the company making the pledge. For many large businesses, most emissions sit inside the supply chain,…
Is Platinum a Better Inflation Hedge Than Gold?
Gold is usually the first asset investors associate with inflation, currency weakness, and economic uncertainty. Its limited supply and long history as a store of value have made it the default precious metal for defensive portfolios. However, a new study…
Microsoft Raises Quarterly Dividend 8% to $0.98 Per Share
Microsoft Corp. announced on Sept. 15, 2026, that its board of directors declared a quarterly dividend of US$0.98 per share, reflecting a 7 cent or 8% increase over the previous quarter’s dividend. The dividend is payable Dec. 10, 2026, to…
Trademarks May Be Worth More Than Investors Realize
Patents receive much of the attention when investors evaluate corporate innovation. They are tangible evidence that a company has developed a new technology, process, or design. Yet patents only capture part of the modern innovation economy. A retailer introducing a…
Digital Banking Is Changing Which Businesses Get Credit
When banks invest in digital technology, the expected benefits usually involve faster transactions, lower operating costs, and more convenient customer service. However, the most economically important result may happen behind the interface. Digital systems can change which businesses qualify for…
Why the US Could Have Far Fewer Banks by 2055
The familiar bank branch is not about to vanish, but the system supporting it is becoming smaller, more concentrated, and increasingly digital. A new study1 examining nearly nine decades of US banking data estimates that, under its base scenario, the…
Technology Readiness Could Reshape Emerging Market Returns
Historically, the economic growth of emerging markets has been tied to foreign investments boosting the productivity of these countries by bringing factories, best business practices, and overall modernization. This has been a major force driving development in emerging markets and…
Jonathan Schramm
Amazon Commits $2 Billion to Prime Video Content and Sports in Latin America
Amazon said on August 20, 2026 that Prime Video will invest more than $2 billion in Latin America between 2027 and 2030, directing the money to original programming, locally produced and acquired content, and live sports rights across Mexico, Brazil,…
Why Local Stocks Rally When a Nearby Company Goes Public
When a high-profile company goes public, market participants naturally evaluate its closest operational and product competitors. Portfolio managers and retail traders compare financial metrics, market share, and revenue multiples across listed companies in the same sector. However, traditional industry classification…
Netflix vs Paramount Skydance: The Battle for Warner Bros
Media Consolidation: Warner’s Moment The media industry is in a phase of consolidation, with major acquisitions in the last few years: Disney acquired successively Marvel (2009), Lucasfilm (2012), and 21st Century Fox (2019), along with full ownership of Hulu (2023),…
Jonathan Schramm
