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Southwest seized on the crisis to expand to new markets, and kept paying employees. Now it's poised to soar in the reopening fortune.com/2021/06/17/sou…

The Shiller PE is one of the best indicators of when stocks are overpriced. And it's flashing red fortune.com/2021/06/15/rob…

This manager of corporate cash says that almost no CFOs are interested in holding Bitcoin fortune.com/2021/05/02/bit…

Musk may be the best business guest ever on SNL fortune.com/2021/05/07/elo…

The US is riding the biggest housing craze since 2006, and this one has legs fortune.com/2021/05/15/rea…

Here's where Bitcoin has to trade for Tesla's investment to stay in the black fortune.com/2021/05/19/elo…

The Bitcoin China crackdown will kill most of the green mining. Will fossil fuels fill the void? fortune.com/2021/05/25/bit…

Investors won't like the loss Tesla will book in Q2 on its Bitcoin holdings fortune.com/2021/05/26/tes…

Soaring lumber prices are sparking a boom in composite decking fortune.com/2021/05/29/lum…

Lennar zweetspot: first time homebuyers in the sunbelt fortune.com/longform/lenna…

Blackstone is investing in real estate niches boosted by the pandemic: warehouses, suburban apartments, movie studios, and offices and labs for biotech research fortune.com/2021/06/11/bla…

Musk's a top Bitcoin influencer, and his endorsements boost the value of Tesla's big investment fortune.com/2021/06/14/bit…

Even if high inflation's "transitory," rates will move much higher. That trend will put the stock market's immense valuations and federal budgets in grave danger fortune.com/2021/06/30/202…

What the "yield curve" is telling us about future rates is mostly ignored. The signal: yields will go far higher fortune.com/2021/06/30/inf…

check out my story on possible Bitcoin manipulation fortune.com/2023/02/02/bit…

Check out review of Weijian Shan's book "Money Machine" about first foreign purchases of Chinese bank, great anatomy of a deal story fortune.com/2023/02/09/pri…

check out report from attorney Jim Woolery mcusercontent.com/17ba0d760afd9a…

Apple just hit a $3 trillion valuation. Its PE is 33, twice long-term average and earnings were $100 billion latest fy, 80% over pre-pandemic numbers. Math says Apple's super-stretched at current prices. Here's my analysis in Fortune. fortune.com/2023/07/04/app…

My story on Warren Buffett's successor Greg Abel just got posted Abel will prove a tougher manager than the famouslyhands-off Buffett. The big question: Can he maintain the culture that's attracted sundry willing sellers, and hold activists bent on breaking up Berkshire at bay.

just ran a story where market sage Rob Arnott asserts the S&P 500 is way overpriced, and govt bonds' "real yields" easily beat stock fortune.com/2025/01/22/sto…