Tracking the Quiet Shift in Consumer Spending Across Generations
There was a time when a red “Sale” sign could move an entire season’s worth of inventory. Even the biggest discounts now frequently result in a scroll past…
There was a time when a red “Sale” sign could move an entire season’s worth of inventory. Even the biggest discounts now frequently result in a scroll past…
Last quarter, a modest lunch conversation among institutional investors in Manhattan circled around a surprisingly nostalgic question: “Are REITs back?” It was a sincere question, not an ironic…
Higher interest rates usually cause investors to grip the wheel a little tighter. But lately, something unexpected has been happening. A few industries aren’t just staying the same—they’re…
The yen used to move silently, performing its function in the background like dependable infrastructure that no one bothered to take pictures of. That serenity has vanished over…
BlackRock intentionally, rather than provocatively, leans in when the majority of investors retreat. The company is investing in industries that many people believe are too young, too complicated,…
Early in 2023, regional banks had to face a reality they had long avoided when deposit flows started to change at an unsettling rate. For regulators, risk was…
If IPOs were once based on investor demand, this year’s IPOs show investor bewilderment instead. Prices are rising because participation seems to be getting harder to come by,…
In warehouses and coffee shops, it began as a whisper. One shift was missed. One more, then. Behind those sporadic absences, however, was a developing, synchronized energy that…
Spotify has managed to generate income from silence. Literally, not figuratively. Even though the ambient tunes on their most streamed playlists are so quiet that they are nearly…
Seeing a business prosper after being taken off the S&P 500 is delightfully paradoxical. Some midcaps take advantage of the situation rather than fade into oblivion, quietly refocusing,…