Jeff Sommer
Posts
Profits, Not D.E.I., Are Why Companies Exist
An awkward truth has become evident in the first days of the Trump administration, as many firms mute their commitments to diversity and sustainability.
Which Interest Rate Should You Care About?
The Fed’s short-term rates matter, but the main action now is in the 10-year Treasury market, which influences mortgages, credit cards and much more, our...
When It Comes to Investing, Is A.I. Worth the Hype?
After the arrival of a less costly A.I. model from China, U.S. markets and academics are wrestling with the ultimate economic value of the technology.
The Fed Is Sitting on the Sidelines, but for How Long?
The relative calm in the markets may not survive upheaval in the A.I. sector and a deluge of disruptive Trump policies, our columnist says.
For Investors, the Business of America Is Still Business
Our columnist suggests how to think about stocks and bonds during a presidency that is signaling a deep devotion to profits.
Investing in Stocks and Bonds Will Be Trickier Under Trump
Sizzling returns well may continue, but our columnist suggests that it would be wise to prepare for the next storm.
Wall St. Is Making Irrelevant Predictions, Again
Optimistic guesses about the future are not forecasts, our columnist says.
The Fed Is Stuck Fighting the Last War
Mired in a battle to contain surging prices, the central bank also needs to be nimble enough for the economic downturns to come, our columnist...
The Cryptocurrency You May Not Even Know You Own
Many funds hold stakes in MicroStrategy, which behaves like Bitcoin’s wilder cousin. This may not be what you want in your retirement portfolio, our columnist...
Stocks Resume Post-Election Rise
With Friday’s gains included, November was the best month in a year for the S&P 500.