A few years ago, I met a mid-career operations manager who had done everything “right.” strong degree. faithful tenure. Strong annual reviews.…
In recent months, bankers have discreetly began asking a new question before signing off on business loans: How much carbon does your…
A well-known voice has recently returned to economic discourse in committee rooms and behind-closed-door policy sessions, proposing tax breaks for manufacturers, reducing…
The first time I saw a model forecast that outperformed every analyst at the desk is still fresh in my mind. It…
There was a time when a red “Sale” sign could move an entire season’s worth of inventory. Even the biggest discounts now…
Last quarter, a modest lunch conversation among institutional investors in Manhattan circled around a surprisingly nostalgic question: “Are REITs back?” It was…
Higher interest rates usually cause investors to grip the wheel a little tighter. But lately, something unexpected has been happening. A few…
The yen used to move silently, performing its function in the background like dependable infrastructure that no one bothered to take pictures…
BlackRock intentionally, rather than provocatively, leans in when the majority of investors retreat. The company is investing in industries that many people…
Early in 2023, regional banks had to face a reality they had long avoided when deposit flows started to change at an…
