Financial Markets

The Final Boss- What Happens to the Economy When a Company Hits $10 Trillion?

The Final Boss: What Happens to the Economy When a Company Hits $10 Trillion?

We’ve been here before, sort of. Remember when people thought a billion dollars was unfathomable wealth? Then we got used to billionaires. Then trillion dollar companies arrived and we shrugged. Now we’re staring at the possibility of a ten trillion dollar company, and the strange thing is how normal it already feels. But it shouldn’t […]

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The Physics of Finance- Why Doubling a $10B Market Cap is 10x Harder Than a $1B

The Physics of Finance: Why Doubling a $10B Market Cap is 10x Harder Than a $1B

Most investors treat market capitalization like a number on a scoreboard. A company worth ten billion dollars is simply ten times bigger than one worth a billion. This arithmetic thinking makes intuitive sense until you actually try to double these companies and discover that the laws of finance behave more like the laws of physics

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Why a Strong Economy Can Actually Be Bad News for Your Portfolio

Why a “Strong Economy” Can Actually Be Bad News for Your Portfolio

Everyone loves good economic news. Rising GDP, falling unemployment, consumer spending through the roof. Politicians celebrate it, financial commentators cheer it, and your neighbor won’t stop talking about how great business is at his company. The economy is humming, and naturally, your portfolio should be soaring too. Except it doesn’t work that way. Here’s the

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The ESG Trap: Is ‘Ethical Investing’ Just a Marketing Ploy for Pension Funds?

Your retirement savings might be working harder at looking good than doing good. Pension funds have discovered something remarkable in recent years. They can charge higher fees, attract positive media coverage, and appease activist shareholders simply by slapping three letters onto their investment strategy: ESG. Environmental, Social, and Governance investing promises to align your money

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