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CAPE, P/E, or market cap / GDP
Read more ↗What Do We Mean by "Valuations Are Stretched"? When we describe the market as being "stretched," we generally mean: "Stock prices are rising more rapidly than earnings, fundamentals, or the economy as a whole justify." In other words,…
Read more ↗outperform in the coming years
Read more ↗1. Artificial Intelligence & Automation Topic: The rise of smart machines and decision-making systems Why it matters: AI is moving from "cool tech demo" to business-critical infrastructure. Every industry—healthcare, logistics, and more—are attempting to under…
Read more ↗“I Love Muhammad” controversy in Bareilly
Read more ↗What Happened: A Quick Recap The controversy began in Kanpur during a Barawafat procession (celebration of the Prophet Muhammad’s birth), when people put up banners reading “I Love Muhammad.” Some local groups objected, saying this was a new…
Read more ↗developing countries use tariffs as a tool
Read more ↗Why people think tariffs can help The infant-industry argument is simple and intuitive: new industries may need temporary shelter from world competition while they learn, reach scale, adopt technology, and get more productive. If you expose them immediately…
Read more ↗“reshoring” and “friend-shoring”
Read more ↗Why tariffs do nudge companies to reshore or friend-shore Cost pressure from tariffs. When imported goods face new taxes, sourcing abroad becomes less attractive. U.S.–China tariffs, for example, raised the cost of importing everything from machinery to electr…
Read more ↗food imports affect household grocery bills
Read more ↗Why tariffs on food imports hit consumers so directly Food is an essential, not optional. People can delay buying a car or a new phone, but nobody can delay eating. When tariffs raise food prices, households don’t really…
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First, What Are Long-Term Interest Rates? Long-term interest rates—such as the yield on the 10-year U.S. Treasury bond—measure the price of borrowing money for extended periods of time. They're typically shaped by: Expectations of inflation Central bank action…
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