Recent articles
August 28, 2026
What if the A.I. Stock Market Rally Is Just Getting Started?
Edward Yardeni, an upbeat strategist with an excellent track record in assessing the stock market, explains why he thinks the good times will continue for years.
www.nytimes.com
August 21, 2026
Should You Invest in Bonds Right Now?
High-quality bonds are still safer than stocks, but they have been swinging in value, so move cautiously, our columnist says.
www.nytimes.com
August 14, 2026
The Markets Have Been on a Roll. Is It Time to Hedge Your Bets?
The S&P 500 is in position for a rare fourth year of consecutive annual gains. Risks are rising, our columnist says, yet Wall Street is doubling down.
www.nytimes.com
August 7, 2026
The Fed Didn’t Raise Rates. The Bond Market Did.
The market is saying risks are rising. That means hardship for home buyers and higher hurdles for A.I. data centers and the stock market. But it’s also a boon for retirees.
www.nytimes.com
July 17, 2026
Big Tech Firms Like Oracle Turn to Bonds to Finance A.I. Data Centers
Risk is rising as big tech companies like Oracle — the ultimate financial source of the Ellison media empire — need to turn to the bond market for staggering sums to finance data centers.
www.nytimes.com
July 10, 2026
A.I. Has Rewarded Investors. It May Now Pose Their Greatest Risk.
Near the midpoint of the year, stocks and bonds both report good returns. But the global stock market has become highly concentrated, our columnist says.
www.nytimes.com
July 3, 2026
The Hottest Stock Markets Lead to the Biggest Losses
Investor enthusiasm culminated in some of the worst cases of wealth destruction in the last 100 years, a long-running study shows.
www.nytimes.com
June 26, 2026
Best Investments Over the Last 100 Years? Almost All Are Tech Companies.
What’s most surprising is that Tesla and SpaceX have entered that elite group. A vast majority of companies weren’t worth owning, a long-running study shows.
www.nytimes.com
June 19, 2026
How Much Is SpaceX Really Worth?
The company’s deep commitment to Mars colonization and Elon Musk’s nearly total control make SpaceX stock an astonishingly speculative bet, our columnist says.
www.nytimes.com
June 13, 2026
Mega I.P.O. Frenzy Could Be a Harbinger of a Stock Bubble
Rampant enthusiasm is buoying tech shares to levels that defy gravity. Invest with caution, our columnist says.
www.nytimes.com
June 5, 2026
Elon Musk Dominates List of Highest Paid C.E.O.s
Executive compensation is accelerating while rank-and-file workers lag, widening the pay gap in corporate America.
www.nytimes.com