Crossing Wall Street
  • Home
  • About
  • Buy List
  • ETF
  • Top Posts
  • Newsletter
  • Contact

  • Morning News: March 28, 2025
    Posted by Eddy Elfenbein on March 28th, 2025 at 7:03 am

    Xi Jinping Meets Global Business Leaders Amid Trade Tensions

    Trump Could Hand China a ‘Strategic Victory’ by Silencing Voice of America

    Europe’s Industrial Outlook Buoyed by Defense Drive

    As Military Spending Soars, Demand for Spy-Proof Real Estate Booms

    Trump’s Team Signal Chat Exposed US Spycraft to Adversaries

    Obsessed With Greenland? You Too May Have the Wrong Map

    In Europe, You Can Be Sued for Not Taking Action on Climate Change. In the U.S., It’s the Opposite.

    Some European Nations Push for More Flexible 2025 Gas Storage Targets

    Mining Company Seeks Trump Support to Shortcut Access to Seabed Metals

    The Hunt for Critical Minerals Can’t Lead the US Astray

    Nippon Steel Slumps on $7 Billion US Steel Investment Report

    The Town That Went Crazy for Crypto

    Value Stock Gains Need Fresh Catalyst With Earnings a Wild Card

    A Missed Opportunity on VAT Haunts Trade War

    U.S. Faces ‘Significant Risks’ From Debt, Analysts Say, as Trump Pursues Tax Agenda

    Deal Slump Hits US High-Grade Bond Supply, Pressures Spreads

    Trump’s Budget Chief Eyes Deep Cuts to ‘Woke and Weaponized’ Spending

    The ‘Brocasters’ Have Listeners in a Chokehold

    Trump’s Tariffs Leave Automakers With Tough, Expensive Choices

    Trump Warned U.S. Automakers Not to Raise Prices in Response to Tariffs

    U.S. Automobile Safety Regulator to Investigate Honda Engine Restart Complaints

    The New Billionaires of the AI Boom

    Efforts to Weed Out Fake Users for Online Advertisers Fall Short

    Deception in Paradise

    Ubisoft Shares Climb After Tencent Backs Assassin’s Creed Carveout

    Is Ozempic Really the Reason Americans Are Snacking Less?

    Sundance Picks Its New Home: Boulder, Colorado

    Be sure to follow me on Twitter.

  • Morning News: March 27, 2025
    Posted by Eddy Elfenbein on March 27th, 2025 at 7:05 am

    China Pauses New Deals With Li Ka-shing Family After Panama Ports Plan

    Why Billionaire Li Ka-shing’s Panama Ports Deal Infuriates China

    Why Trump Is Obsessed With Taking Over Greenland

    Trump’s Auto Tariffs, Threats on Allies Intensify Trade War

    Auto Stocks Tumble as Investors Assess Hit From Trump’s Tariffs

    Trump Floats More EU, Canada Tariffs If They Work Against US

    The UK Is a Hostage to Fortune in a World Roiled by Trump

    Trade Policy Should Return to ‘Reason,’ Says ECB’s Villeroy

    What Canada’s 300% Tariff on Dairy Imports Actually Means

    Trump Floats Chinese Tariff Cuts in Exchange for TikTok Deal

    Tariffs Won’t Bring a Boom in American Manufacturing

    Trump and Musk Share the Founder’s Mindset

    Government Contracting Is an Easy But Elusive Target

    Elmo and Elon Musk Are Cited as G.O.P. Lawmakers Grill PBS and NPR

    Climate Talk on S&P 500 Earnings Calls Drops by Three-Quarters

    Economic Growth Now Depends on Electricity, Not Oil

    This 4-Bedroom Ranch in N.J. Tells You Everything About the Lopsided Housing Market

    Quitting Your Job Won’t Help You Get Paid More Money Right Now

    UBS Declines as BofA Downgrades on Lack of Regulatory Clarity

    Bankers Were Dreaming of M&A Riches Under Trump. It Hasn’t Worked Out, Yet

    The Billionaire’s Town

    TikTok Billionaire Zhang Becomes China’s Richest Person

    Facebook Memoir Spotlights Meta’s About-Face on China

    OpenAI Close to Finalizing $40 Billion SoftBank-Led Funding

    Indians Spend a Trillion Hours on Their Phones, Pushing a $29.4 Billion Media Industry

    FedEx Needs to Open the Lid on Its International Black Box

    Next’s Shares Jump on Guidance Upgrade Against Tough Sector Backdrop

    H&M Earnings Miss Forecasts on Higher Discounts and Costs

    Be sure to follow me on Twitter.

  • Morning News: March 26, 2025
    Posted by Eddy Elfenbein on March 26th, 2025 at 7:06 am

    Kenya Ditches Dream for Balanced Budget as Revenue Lags Target

    LGBTQ Discrimination Costs East African Nations $5 Billion a Year, Study Finds

    BOJ Governor Suggests Food Inflation Could Lead to Rate Hike

    India Is on a Hiring Binge That Trump’s Tariffs Can’t Stop

    The Art of the Deal Meets a Four-Power Axis

    Years of Climate Action Demolished in Days: A Timeline

    Dolphin Hunting Is Their Tradition. Rising Seas Have Made It a Lifeline.

    Trump’s Tariff War Forces Allies to Choose Resistance or Surrender

    Trump Weighs Imposing Copper Import Tariffs in Weeks, Not Months

    U.S. Adds Export Restrictions to More Chinese Tech Firms Over Security Concerns

    Why the Fed Wants to Keep More US Government Debt

    US Stock Market Liquidity Drying Up as Trade War Concerns Mount

    The Signal Leak Is Too Big to Sweep Under the Rug

    Wall Street Bonus Pool Surges to a Record $47.5 Billion for 2024

    Half of American Households Hold 97.5% of the National Wealth

    Private Equity Is Coming for America’s $12 Trillion in Retirement Savings

    Corporate America’s Euphoria Over Trump’s ‘Golden Age’ Is Giving Way to Distress

    At Paul Weiss, Panic, Poachers and a Fight for the Bottom Line

    Shell Shocked: How Small Eateries Are Dealing With Record Egg Prices

    Ad Forecaster Reduces Growth Prediction for 2025, Citing Poor Economic Visibility, Low Consumer Confidence

    Phillips 66 Proposes New Board Members Amid Elliott Battle

    French Tax Authorities Are Using AI to Clamp Down on Tax Fraud

    Catastrophe Experts Tap AI to Tackle Soaring Insured Losses

    With a U.S. Ban Looming, TikTok Portrays Itself as a Force for Good

    Europe Rapidly Falling Behind China in Pharma, AstraZeneca CEO Warns

    Dollar Tree to Sell Struggling Family Dollar for $1 Billion

    ‘Trump Slump’ Looms as Foreign Visitors Rethink Travel to U.S.

    Be sure to follow me on Twitter.

  • CWS Market Review – March 25, 2025
    Posted by Eddy Elfenbein on March 25th, 2025 at 5:11 pm

    (This is the free version of CWS Market Review. If you like what you see, then please sign up for the premium newsletter for $20 per month or $200 for the whole year. If you sign up today, you can see our two reports, “Your Handy Guide to Stock Orders” and “How Not to Get Screwed on Your Mortgage.”)

    Here are some stats to consider: Since 1966, the S&P 500 has had 12 bull markets and 12 bear markets. Over that time, the market has been in a bull market 80.2% of the time, and in a bear market the other 19.8% of the time.

    During bull markets, the index has had an annualized average gain of 21.2% per year. In bear markets, it’s lost an average of 35.5% per year. Notice how the bear markets are short but sharp while the bulls are long and slow. That’s one of the important truths about investing.

    Here’s another way of thinking about it. Imagine that instead of investing, you went to a special roulette table once a year on December 31. This roulette table, however, has some unusual rules.

    At our roulette table, you have an 80% chance of making 20% on your money for the coming year, and a 20% chance of losing one-third of your money for the year.

    You may not think this is a very comforting game since you have a very real chance of losing one-third of your money in any given year.

    While this roulette is a product of my imagination, the payoffs are close to accurate, and, as in real investing, the key strategy is to keep playing the game because the odds are very much in your favor. That’s why so much of successful investing comes down to doing little and waiting. For some people, that’s too much to bear.

    It’s easy to be reminded of this as the stock market recently had a very quick correction. The S&P 500 lost just over 10% in 16 trading days. I see plenty of folks debating whether we’re in a bear market or not, yet the market has already made back nearly half of what it lost.

    This year’s bear market began five years to the date after the fantastic Covid-induced plunge of 2020. Five years ago, the market gave us a 20% surge in just three days, but 25 years ago, the market peaked on March 24, 2000. We didn’t reach another new high for 13 years.

    SAIC Rallies on Earnings Beat

    Two weeks ago, I told you about Science Applications International (SAIC) which is one of our Buy List stocks. I highlighted the company because the business performance has been quite good, but the stock has taken a big hit, especially since election day. I always pay attention when good stocks are taken down, especially for transient reasons.

    Many investors suspected that SAIC’s contracts would be under the knife thanks to the new Department of Government Efficiency, but that’s an exaggerated threat. SAIC does so many things for the Pentagon. In fact, SAIC is ultimately a money saver for the DOD.

    In September, SAIC reported fiscal Q2 earnings of $2.05 per share. That was a 20-cent beat. Then in December, it reported fiscal Q3 earnings of $2.61 per share. That was a 44-cent beat.

    Yet the stock started to fall since election day. In November, SAIC was as high as $156 per share. Earlier this month, it dropped down to $95 per share. This is when prudent stock shoppers take notice.

    We’ve been paying close attention to SAIC, and we’ve seen several reasons to keep the faith. For example, in December, SAIC’s board of directors authorized a buyback of $1.2 billion. That’s a strong show of confidence. At the end of last quarter, SAIC’s estimated backlog was approximately $22.4 billion.

    SAIC had also raised its guidance. The company projected full-year earnings between $8.50 and $8.65 per share. That’s a big increase over the previous guidance range of $8.10 to $8.30 per share.

    That brings us to the recent earnings report. For the year so far, SAIC has made $6.56 per share. That means the guidance implied Q4 earnings of $1.94 to $2.09 per share. Two weeks ago, I wrote, “I think there’s a good chance we’ll see an upside surprise.”

    I was right.

    Last Monday, SAIC said it made $2.57 per share. That’s up from $1.43 per share the year before. Quarterly revenues increased 5.8% to $1.84 billion.

    For the year, SAIC made $9.13 per share. That’s up from $7.88 per share the prior year. The company had free cash flow of $499 million.

    SAIC also raised guidance for the new fiscal year. The company now sees FY 2026 revenues ranging between $7.6 billion and $7.75 billion. That’s an increase of $50 million to the low end.

    SAIC raised its full-year earnings guidance for the coming year to $9.10 to $9.30 per share. That’s an increase of 20 cents to both ends. On Monday after the earnings report, the stock rallied more than 7% for us. The stock closed today nearly 15% above its low from earlier this month. This is another good example of why it’s good to stand by high-quality stocks that run into a little trouble.

    By the way, I talk more about our Buy List stocks like SAIC in our premium version which you can sign-up for here.

    Consumer Confidence Plunges to 12-Year Low

    Wall Street got an unpleasant shock this morning when a report on consumer sentiment dropped sharply. The Conference Board said its measure for future expectations fell 9.6 points to 65.2. That’s the lowest reading since late 2013. Traditionally, any reading below 80 has signaled that a recession is on its way.

    The measure for current conditions fell 7.2 points to 92.9. Economists had been expecting a drop to 93.5. That was the index’s fourth monthly drop in a row.

    I can’t say I’m completely surprised by this news. Just look at the stock market over the past month, and you can see that investors are clearly nervous. The report also shows that only 37.4% of respondents expect the stock market to be higher one year from today. That’s a drop of 10% in the last month. It’s also the first time that most investors are pessimistic since late 2023.

    I’m a firm believer that the stock market is a driver of consumer spending (though not the only driver). Happy stocks make happy shoppers.

    I looked at Polymarket today which is a site where you can bet on real world events. Bettors currently think there’s a 33% chance of a recession starting later this year. Bettors also expect growth for Q1 GDP to be about 1%. That’s not so good.

    Traders think that the Fed will soon be back to cutting interest rates. The latest expectations are that the Fed will cut twice more this year, and there’s nearly a perfect 50-50 split on the need for a third rate cut.

    On the plus side, today’s new homes sales report showed a modest rebound last month. The Census Bureau said that new home sales rose 1.8% to an annualized rate of 676,000. The numbers for January were revised higher as well.

    Is the U.S. stock market out of its hole? That’s hard to say. The correction was swift, and we’ve already made nearly half of it back. One good item is that the stock market just barely tipped above its 200-day moving average. This is a dumb rule that has a pretty good track record. Historically, the market has done much better when it’s traded above its 200-DMA compared to when it’s below the 200-DMA. Still, I don’t think we’re in the clear just yet.

    The next big test for the market will come next Friday, April 4, with the March jobs report. The labor market has shown a little weakness lately but nothing alarming. At least, not yet.

    That’s all for now. I’ll have more for you in the next issue of CWS Market Review.

    – Eddy

  • Morning News: March 25, 2025
    Posted by Eddy Elfenbein on March 25th, 2025 at 7:07 am

    China’s Central Bank Tweaks Lending Tool in Sign of Policy Shift

    China Frees Employees of U.S. Consulting Firm After 2-Year Detention

    German Business Confidence Climbs After Lawmakers Unlock Spending Increase

    In His Second Term, Trump Fuels a ‘Machinery’ of Misinformation

    Trade War Explodes Across World at Pace Not Seen in Decades

    Trump’s Threat of ‘Secondary Tariffs’ Invents New Trade Weapon

    Europe Should Hold Its Fire in Coming Tariff War

    Potatoes, Shrimp and Teslas: Exporters Vie to Shape Trump’s Tariffs

    UBS Top Strategist Sees Consumer Slowdown Hitting the S&P 500

    US Consumers Slow Spending as Inflation Bites, Synchrony Says

    U.S. Infrastructure Improves, but Cuts May Imperil Progress, Report Says

    Trump, Big Law, and an ‘Existential Crisis’

    Has the Decline of Knowledge Work Begun?

    PBS and NPR Prepare for Showdown With Congress

    China’s AI Push Turns Tech Titans Into National Champions

    Tech Chiefs, Foreign Leaders Urge Trump to Rethink AI Chip Curbs

    Emboldened by Trump, A.I. Companies Lobby for Fewer Rules

    Google Is Searching for an Answer to ChatGPT

    Shell to Increase Production, Shareholder Returns Under New Strategy

    Boeing Gets Lifeline in Pentagon Deal to Build Most Expensive Jet Fighter Ever

    Boeing Is Pushing to Withdraw Guilty Plea Agreement

    Cathie Wood Sticks With Tesla, Predicts Stock to Hit $2,600

    Tesla’s No.1 Rival Is Practically Taunting Elon Musk Now

    Toyota Was Bullish on Trump. Then Came the Tariff Threats.

    Hyundai to Invest $21 Billion in U.S. in Bid to Avoid Trump’s Tariffs

    Mexico Should Roll Out the Asphalt Carpet for BYD

    23andMe’s Bankruptcy Puts 15 Million Users’ DNA Info on Auction Block

    The World’s Largest Whiskey Market Prepares for Trump Tariffs

    Let Consumers Decide Whether to Eat Lab-Grown Meat

    Be sure to follow me on Twitter.

  • Morning News: March 24, 2025
    Posted by Eddy Elfenbein on March 24th, 2025 at 7:00 am

    Russia and the US Both Want to Finlandize the World

    China Saves Fiscal Power for Trade War as Spending Progress Lags

    Billion-Dollar US Levies on Chinese Ships Risk ‘Trade Apocalypse’

    Europe’s Economic Activity Grows Weakly as Tariffs Loom

    Germany Confirms Second-Quarter Debt Issuance of €92.5 Billion

    U.K. Budget Could Dent Sterling on Any Missteps

    Elliott Builds Stake in Japan’s Sumitomo Realty & Development

    Under Pressure to Raise Wages, Japan’s Smaller Firms Get Creative

    Farmers, Dockhands and Shipowners Fight Against U.S. Fees on Chinese Ships

    US Treasuries Fall on Signs That Trump Will Dilute April Tariffs

    Data-Hungry Investors Dive Deep for Economic Clues

    The Economic Data Is as Cloudy as the Outlook

    Dollar Weakness Becomes Profit Boon for US Multinationals

    U.S. Could Run Out of Cash by July, Analysis Finds

    Tariff Exclusion Hopes Prop Up Markets

    Risky Bonds Aren’t So Risky in the Long Run

    Smart-Money Crowd Feels Squeeze of Higher Equity-Funding Costs

    US Banking Rule Reform Is Too Important to Rush

    He Was Apollo’s Mr. Fix-It. Now He’s Trump’s Pick to Police Wall Street

    Spec Homes Sitting on the Market Pose Potential Economic Drag

    Americans Are Rushing to Get Off the Grid

    Australia’s Gold Road Rejects $2.1 Billion Takeover Offer From Gold Fields

    Jack Ma-Backed Ant Touts AI Breakthrough Using Chinese Chips

    US Tech Manufacturing Efforts Run Smack Into Wright’s Law

    Ford’s Fat Dividend Could be a Casualty of Tariffs

    Novo Signs $2 Billion Deal With United Labs for Obesity Drug

    Bayer Shares Plunge After U.S. Court Defeat in Roundup Case

    23andMe Starts Chapter 11 Process, Co-Founder Steps Down as CEO

    James Hardie Agrees to Buy AZEK for $8.75 Billion

    Why Does Big Bird Look So Sad?

    Be sure to follow me on Twitter.

  • Morning News: March 21, 2025
    Posted by Eddy Elfenbein on March 21st, 2025 at 5:45 am

    Japan Inflation Slows But Uptrend Backs Case for Rate Hikes

    China’s Government Is Short of Money as Its Leaders Face Trump

    Russia Touts Economic Opportunities. Western Companies Are Wary.

    Today’s Autocrat Has No Liberal West to Blame

    Europe Is Short of Gunpowder and TNT When It Needs Them Most

    Why the Shipping Industry Isn’t Rushing Back to the Red Sea

    French Factories Remain Under Tariff Cloud as Hopes Grow for Defense Boost

    Tracking Every Trump Tariff and Its Economic Effect

    Why the Fed’s Job May Get a Lot More Difficult

    Rio Tinto Has ‘Strong Desire’ to Invest More in U.S., Copper Chief Says

    Frackers, Once Jubilant, Are Unnerved by Trump’s First Weeks in Office

    Trump to Expand Critical Mineral Output Using Wartime Powers

    From Ford to Musk, the Perils of Trying to Build a Global Auto Empire

    Tesla Recalls Most Cybertrucks Due to Trim Detaching from Vehicle

    Musk Asks Tesla Employees to Hang On to Stock Despite 40% Drop

    Elon Musk Gets Ready to Enter the Restaurant Business

    Home Sales Rose 4.2% in February, Beating Expectations

    What Happens to Student Loans if the Education Dept. Closes?

    Mar-a-Lago, or Much Ado That Might Never Happen

    The New American Travel Anxiety: ‘Will They Hate Us?’

    One Man’s Crypto Windfall Is Funding a $1 Billion Space Station Dream

    Meituan Nearly Triples Profit Despite Competition

    Wine Connoisseurs Freeze Purchases Over Trump’s 200% Tariff Risk

    Ben & Jerry’s Founders Say They Stand Behind Ousted CEO

    How Bryan Johnson, Who Wants to Live Forever, Sought Control via Confidentiality Agreements

    Be sure to follow me on Twitter.

  • Morning News: March 20, 2025
    Posted by Eddy Elfenbein on March 20th, 2025 at 7:05 am

    A New ‘China Shock’ Is Destroying Jobs Around the World

    Taiwan Central Bank Leaves Key Interest Rates Unchanged

    Swiss Central Bank Cuts Key Rate While Sweden’s Riksbank Holds

    Hold the Obituary: Europe Comes to Life as U.S. Stumbles

    Higher Tariffs Would Raise Inflation, Slow Growth, ECB’s Lagarde Says

    The Word Executives Are Using to Describe Trump’s Tariff Policy

    Debt Issuance by Governments of Rich Countries to Hit Record High, OECD Says

    Fed Soothes as Trump Seethes

    Powell Downplays Growing Risks, Sees Tariff Impact as Transitory

    What the Fed’s Rate Policy Means for Your Finances

    The Fed Is Clueless, Too. And That’s OK

    Hapag-Lloyd Expects Earnings to Sink This Year in Stormy Market Conditions

    Treasuries Extend Gains From Fed as Market Bets on Lower Rates

    SNB Won’t Follow Trump’s Crypto Reserves Push, Schlegel Says

    Crypto Exchange Kraken Strikes $1.5 Billion Deal for Futures Trading Business

    BlackRock Bets on Consumer Push as it Chases European Savers

    Citi’s Private Equity ‘Club’ Underwhelmed Billionaire Members

    USAID Ruling May Be Beginning of the End for Musk

    Meet Elon Musk’s Top Lieutenant Who Oversees DOGE

    Larry Ellison Joins the Billionaires Reshaping Florida Real Estate

    Signs of an Office Market Bottom: ‘The Worst Is Probably Over’

    How the AI Boom Created the Most Valuable Monopolies in History

    Cow Wearables Help America’s Dairy Farmers Detect Bird Flu and Other Illnesses

    Temu Owner PDD Posts Slowest Revenue Growth Since Early 2022

    Swiss Watch Exports Report a Marked Slowdown

    Nike Killshot Is the Next Adidas Samba

    Be sure to follow me on Twitter.

  • Morning News: March 19, 2025
    Posted by Eddy Elfenbein on March 19th, 2025 at 7:09 am

    Trump Has Hinted at a Xi Visit. China Is Still Wondering What He Wants.

    Threatening Canada Is More Putin Than Reagan

    Bank of Japan Leaves Rates Steady as U.S. Uncertainty Heightens

    Turkish Markets Nosedive After Erdogan’s Main Rival Detained

    Indonesia’s Central Bank Stands Pat as Expected Amid Volatility

    Eurozone Inflation Cooler Than Thought, Underscoring Sluggish Economy

    E.U. Hatches a Plan to Lure Investors Back to Europe

    Irish Economic Outlook Hit by Tariff Uncertainty, Central Bank Says

    Close to 5,000 ESG Funds in Europe Now Hold Oil, Gas and Coal

    Farmers Have Fair Trade Complaints, but Tariffs Are a Bigger Worry

    The 1960s ‘Chicken Tax’ Shows the Lasting Impact of Tariffs

    As Debt Ceiling Looms, the Fed Considers Tweaking Its Portfolio Runoff

    Does the Fed Share the Stock Market’s Worry About the Economy?

    What to Watch at the Federal Reserve’s March Meeting

    DOGE Just Might Usher In New Era of Big Government

    ‘Will I Lose My Job?’ Federal Workers Flock to Reddit for Answers.

    How TD Became America’s Most Convenient Bank for Money Launderers

    Cathie Wood Sells Meta Shares for First Time in Nearly a Year

    Samsung Vows to Reclaim Ground in AI Memory Market With Rollout

    Tencent’s Revenue Growth Accelerates on Robust Gaming Business

    Advanced Instruments to Buy Nova Biomedical From Founding Shareholders in $2.2 Billion Deal

    Ben & Jerry’s Says CEO Fired by Unilever on Political Stance

    Mom, the Brands Are Fighting Again

    At Forever 21, the Adrenaline Rush Was the Point

    Nike Returns to Sports While Investors Impatiently Await Reset

    In Japan, Shohei Ohtani Is a National Hero and Marketer’s Dream

    San Francisco Giants Sell Stake to Private Equity

    Hollywood Filmmaker Charged With $11 Million Conspiracy to Defraud Netflix

    Be sure to follow me on Twitter.

  • Morning News: March 18, 2025
    Posted by Eddy Elfenbein on March 18th, 2025 at 7:04 am

    Hong Kong Piles On to Beijing’s Growing Criticism of Panama Canal Deal

    European Central Bank May Need Fresh Cuts as Trade Turmoil Burdens Growth, Rehn Says

    German Economic Sentiment Climbs After Politicians Pledge Ramp-Up in Spending

    Pete Hegseth Is Closing a Pentagon Office That Wins Wars

    Gold Rises to Record on Middle East Tension, US Economy Concerns

    U.S. Tariff Increases to Slow Global Economy, Boost Inflation, OECD Says

    White House Tries to Restore Order to Disruptive Tariff Rollout

    For Importers Rushing to Beat Tariffs, It’s Life on the Edge

    Trump Says a Recession Might Be Worth the Cost. Economists Disagree.

    Bessent Sees No Reason for Recession, Economic Data ‘Healthy’

    Trump Nominates Federal Reserve Governor Bowman as Vice Chair for Supervision

    Powell Contends With Double Threat of Economic Chaos and Political Hostility

    Elon Musk’s Starlink Expands Across White House Complex

    DOGE’s Real Goal Is Privatizing Government

    Nasdaq Plans Second U.S. Headquarters in Texas

    Overnight Trading Gains Steam as Clearing Firm to Extend Hours

    JPMorgan Stock Traders Reel In Windfall as Trump Whipsaws Market

    Ukrainian Telecom Group Kyivstar to Go Public on Nasdaq at $2.21 Billion Valuation

    Nvidia Is Hosting the Super Bowl of A.I.

    From Courtrooms to Crisis Lines, Chinese Officials Embrace DeepSeek

    Xiaomi’s Quarterly Net Profit Soars 90% on Record Revenue

    Trump’s Unwelcome News to Auto Chiefs: Buckle Up for What’s to Come

    XPeng Guides for Surging Revenue, EV Sales as Loss Narrows

    Cheap Chinese Cars Are Taking Over Roads From Brazil to South Africa

    Congo’s Cobalt Ban Is Rooted in China’s Cheap EV Bonanza

    AirAsia to Keep Cutting Prices, Grow Fleet to Get Revenue Flying Again

    P&G Takes Lead in 95-Year Rivalry With Unilever

    Community Notes Can’t Save Social Media From Itself

    Be sure to follow me on Twitter.

  • « Newer Entries
  • | Older Entries »
  • Eddy ElfenbeinEddy Elfenbein is a Washington, DC-based speaker, portfolio manager and editor of the blog Crossing Wall Street. His Buy List has beaten the S&P 500 over the last 20 years. (more)

  • Archives

    • May 2026
    • April 2026
    • March 2026
    • February 2026
    • January 2026
    • December 2025
    • November 2025
    • October 2025
    • September 2025
    • August 2025
    • July 2025
    • June 2025
    • May 2025
    • April 2025
    • March 2025
    • February 2025
    • January 2025
    • December 2024
    • November 2024
    • October 2024
    • September 2024
    • August 2024
    • July 2024
    • June 2024
    • May 2024
    • April 2024
    • March 2024
    • February 2024
    • January 2024
    • December 2023
    • November 2023
    • October 2023
    • September 2023
    • August 2023
    • July 2023
    • June 2023
    • May 2023
    • April 2023
    • March 2023
    • February 2023
    • January 2023
    • December 2022
    • November 2022
    • October 2022
    • September 2022
    • August 2022
    • July 2022
    • June 2022
    • May 2022
    • April 2022
    • March 2022
    • February 2022
    • January 2022
    • December 2021
    • November 2021
    • October 2021
    • September 2021
    • August 2021
    • July 2021
    • June 2021
    • May 2021
    • April 2021
    • March 2021
    • February 2021
    • January 2021
    • December 2020
    • November 2020
    • October 2020
    • September 2020
    • August 2020
    • July 2020
    • June 2020
    • May 2020
    • April 2020
    • March 2020
    • February 2020
    • January 2020
    • December 2019
    • November 2019
    • October 2019
    • September 2019
    • August 2019
    • July 2019
    • June 2019
    • May 2019
    • April 2019
    • March 2019
    • February 2019
    • January 2019
    • December 2018
    • November 2018
    • October 2018
    • September 2018
    • August 2018
    • July 2018
    • June 2018
    • May 2018
    • April 2018
    • March 2018
    • February 2018
    • January 2018
    • December 2017
    • November 2017
    • October 2017
    • September 2017
    • August 2017
    • July 2017
    • June 2017
    • May 2017
    • April 2017
    • March 2017
    • February 2017
    • January 2017
    • December 2016
    • November 2016
    • October 2016
    • September 2016
    • August 2016
    • July 2016
    • June 2016
    • May 2016
    • April 2016
    • March 2016
    • February 2016
    • January 2016
    • December 2015
    • November 2015
    • October 2015
    • September 2015
    • August 2015
    • July 2015
    • June 2015
    • May 2015
    • April 2015
    • March 2015
    • February 2015
    • January 2015
    • December 2014
    • November 2014
    • October 2014
    • September 2014
    • August 2014
    • July 2014
    • June 2014
    • May 2014
    • April 2014
    • March 2014
    • February 2014
    • January 2014
    • December 2013
    • November 2013
    • October 2013
    • September 2013
    • August 2013
    • July 2013
    • June 2013
    • May 2013
    • April 2013
    • March 2013
    • February 2013
    • January 2013
    • December 2012
    • November 2012
    • October 2012
    • September 2012
    • August 2012
    • July 2012
    • June 2012
    • May 2012
    • April 2012
    • March 2012
    • February 2012
    • January 2012
    • December 2011
    • November 2011
    • October 2011
    • September 2011
    • August 2011
    • July 2011
    • June 2011
    • May 2011
    • April 2011
    • March 2011
    • February 2011
    • January 2011
    • December 2010
    • November 2010
    • October 2010
    • September 2010
    • August 2010
    • July 2010
    • June 2010
    • May 2010
    • April 2010
    • March 2010
    • February 2010
    • January 2010
    • December 2009
    • November 2009
    • October 2009
    • September 2009
    • August 2009
    • July 2009
    • June 2009
    • May 2009
    • April 2009
    • March 2009
    • February 2009
    • January 2009
    • December 2008
    • November 2008
    • October 2008
    • September 2008
    • August 2008
    • July 2008
    • June 2008
    • May 2008
    • April 2008
    • March 2008
    • February 2008
    • January 2008
    • December 2007
    • November 2007
    • October 2007
    • September 2007
    • August 2007
    • July 2007
    • June 2007
    • May 2007
    • April 2007
    • March 2007
    • February 2007
    • January 2007
    • December 2006
    • November 2006
    • October 2006
    • September 2006
    • August 2006
    • July 2006
    • June 2006
    • May 2006
    • April 2006
    • March 2006
    • February 2006
    • January 2006
    • December 2005
    • November 2005
    • October 2005
    • September 2005
    • August 2005
    • July 2005

This material is provided for informational purposes only, as of the date hereof, and is subject to change without notice.
This material may not be suitable for all investors and is not intended to be an offer, or the solicitation of any offer, to buy or sell any securities.
Disclaimer | © Copyright 2026 Crossing Wall Street.