Investment Analysis
Beyond Protectionism: The Real Blueprint for Reviving European Industry
Local content rules are a flawed strategy for the EU. A “developmental state” model that de-risks innovation is the real key to industrial revival.
Nike’s Great Wall of Worry: Why a Stumble in China Has Investors Rethinking the Swoosh
Nike’s stock tumbles as weak China sales and geopolitical pressures force a major strategy “reset,” signaling a new era for global brands and investors.
Seismic Shift at BP: The Sudden Exit of a CEO and the High-Stakes Future of Energy Investing
BP’s CEO Bernard Looney’s shocking resignation over personal conduct issues has rattled the stock market and cast a shadow over the company’s green transition.
Seismic Shift at BP: Why the Sudden CEO Shake-up Signals a New Era for Energy Investing
BP’s stunning CEO change, with Meg O’Neill replacing Murray Auchincloss, signals a major strategic pivot back to oil and gas. What does this mean for investors?
The Phantom Economy: Are ‘Ghost Jobs’ Warping Financial Reality?
Ghost jobs, phantom vacancies that don’t exist, are more than a nuisance. They distort economic data, mislead investors, and warp financial reality.
The $108 Billion Rejection: Why Warner Bros. Is Slamming the Door on Paramount’s Mega-Merger
Warner Bros. Discovery is set to reject a $108bn bid from Paramount, a move signaling a major shift in media M&A strategy amid debt and regulatory fears.
The Price of Proximity: Deconstructing the Financial Fallout of the Epstein Network
The release of new Epstein photos is a critical case study in reputational risk, due diligence failure, and the immense financial cost of association.
A World on War Footing: What a UK Minister’s Stark Warning Means for the Global Economy and Your Investments
A UK minister’s war warning signals a major shift in the global economy. Discover the profound implications for finance, investing, and business strategy.
Spain’s Green Revolution on the Brink: A Financial Analysis of Political Risk and Investment Futures
Political instability in Spain threatens its renewable energy leadership, creating significant risks and uncertainty for investors and the national economy.
From Yorkshire to Hollywood: The 100-Year-Old Firm That Taught Investors a Masterclass in Value
Discover how a 100-year-old UK firm’s journey from wool grease to a life-saving therapy became a Hollywood film and a masterclass in long-term investing.
The Zaslav Gambit: How a Controversial CEO is Rewriting the Rules of Streaming Finance
Warner Bros. Discovery CEO David Zaslav is defying Hollywood by licensing content to rivals, a bold financial strategy aimed at tackling the company’s massive debt.
The Woke Dividend: How Corporate Political Stances Are Reshaping the Stock Market
In a polarized economy, a brand’s political stance is a key financial risk. See how American Eagle thrived while Cracker Barrel stumbled in the culture wars.