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Less than a year after announcing plans to end one of retail’s highest-profile beauty partnerships, Ulta Beauty isn’t stepping away from collaborations after all....
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On Oct. 28, before earnings, I covered Morgan Stanley‘s preview of Shopify: sales were booming, and a holiday test was coming. And I find...
Paying for healthcare in America is complicated enough without having to figure out why the same prescription can cost more from one refill to...
For years, Nike (NKE) was my default whenever I needed a new pair of tennis shoes. But recently, I switched to On Cloud (ONON)...
More than 2 million shares in one of the world’s most valuable publicly traded companies are heading to children’s investment accounts, raising a tax...
Less than a year after announcing plans to end one of retail’s highest-profile beauty partnerships, Ulta Beauty isn’t stepping away from collaborations after all....
AI stocks like Nvidia (NVDA) have taken haymakers for much of the year, with investors firmly in “show-me” mode. Circular financing, ballooning hyperscaler spending,...
“Are you saying that a lot of this kind of really expensive fine art is a scam?” I asked him in a recent podcast...
The bearish case for SpaceX has recently been the everyday norm. It is no longer coming from just one corner of Wall Street. I’ve...
Markets are good at pricing barrels. They are terrible at pricing the machinery that turns barrels into something you can actually burn. That gap...
Wall Street analysts get paid to be right eventually, not immediately. That gap is where the damage usually happens to everyone else, because a...