To further drive home the momentum trade into AI winners and losers, the market last week started to heavily punish companies that use data sets to drive subscription models. The catalyst for this ...

We will continue to own safe assets like Agency MBS, municipal bonds, and preferred equities. Read why we are buying the fear in the public market for credit-risk assets.

Formula One Management has been looking at getting long-standing races held in Europe to enter into rotation deals for a while ...

Intuit and other software leaders have suffered sharp re-ratings. Read why I focus on companies with durable business models and wide moats.

From DIY levitation tricks to clever braking systems, these swirling paths of electrons keep finding new ways to surprise and inspire.

Martial arts is a great film genre with a handful of well-known favorites, but these seven film belong in your rotation, too.