The financial news that actually matters
This category analyzes global financial systems, macroeconomic trends, geopolitical impacts, and large-scale economic shifts that influence global markets and investment behavior.
A century and a half of stock-market history offers a rare vantage point, and right now it is flashing a warning. A widely followed valuation measure known as the Shiller CAPE ratio has climbed to nearly 41, a level it has reached only once before in more than 150 years of records. For anyone whose…
The single number Warren Buffett once called “probably the best single measure of where valuations stand at any given moment” has climbed to a level never seen before. The so-called Buffett Indicator, which stacks the total value of the U.S. stock market against the size of the American economy, now sits near 236 percent. At…
An investor famous for betting against the housing market before the 2008 crash has turned a skeptical eye toward the enthusiasm surrounding artificial-intelligence stocks. His warning, that the current market resembles the last stretch of the late-1990s technology bubble, has circulated widely because of who is making it. For retirees whose portfolios have ridden the…
A market yardstick that Warren Buffett popularized decades ago is flashing one of the most extreme readings in its history, and commentators have revived a warning he attached to it long ago. For retirees whose savings sit largely in stocks, the number is worth understanding, not because it predicts the next move, but because it…
After years of watching prices climb faster than their Social Security checks, older Americans got a rare piece of good news in the latest inflation report. The government’s June reading showed the annual pace of price increases easing, led by a sharp drop at the gas pump. For retirees on fixed incomes, a slower rate…
Michael Burry, the investor who made a fortune betting against subprime mortgages before the 2008 collapse, has turned his skepticism toward the artificial-intelligence trade that has helped push the stock market to record highs. In a late-June disclosure, he revealed wagers against Nvidia, Tesla and several other names tied to the AI boom, and cautioned…
Ray Dalio told Bloomberg Television on June 3, 2026, that his firm’s proprietary bubble indicators are approaching the extremes last seen before the 1929 stock market crash and the Nasdaq collapse of April 2000. Bridgewater Associates’ aggregate bubble gauge sat at roughly the 77th percentile, and its price gauge registered near the 82nd percentile, both…
Warren Buffett’s warning that finding value is difficult “when everybody is preferring gambling” has taken on fresh weight as a widely tracked market gauge, built from Federal Reserve data on the total market value of corporate equities relative to GDP, hovers near levels last seen during the dot-com bubble. The ratio, sometimes called the Buffett…
Jamie Dimon, the chief executive of JPMorgan Chase, is warning investors to stay away from both equities and long-term U.S. Treasury bonds, arguing that markets are not pricing in serious economic threats. The warning arrived alongside JPMorgan’s second-quarter 2026 earnings, which showed $21.2 billion in net income, a result that makes Dimon’s caution all the…
The Federal Trade Commission is now mailing paper refund checks to consumers who lost money to Restoro and Reimage, two Cyprus-based tech support firms that used fake Microsoft Windows virus pop-ups to sell unnecessary computer repair services. The checks target people who did not accept or redeem earlier PayPal payments, a group that likely skews…