Structural Opportunities in U.S. Stocks Amid Geopolitical Tensions
Against a backdrop of geopolitical tension, policy gamesmanship, and supply chain restructuring, U.S. stocks are shifting from valuation-driven to ear
Investment Logic and Future Opportunities in U.S. Equities
This article explains the underlying logic behind the long-term rise of U.S. stocks, covering the U.S. economy, corporate earnings, technology innovat
U.S. Charitable Giving Tops $600 Billion for the First Time: Mega-Donations and Bequests Drive Growth
U.S. charitable giving was estimated at $617.2 billion last year, crossing $600 billion for the first time. A strong stock market drove a sharp rise i
JPMorgan unveils $50B buyback and dividend hike after Fed stress test
After the Fed's annual stress tests showed large banks remained well capitalized, JPMorgan announced a $50B buyback and raised its quarterly dividend.
Federal Reserve stress test: U.S. big banks can absorb $708 billion in losses
The Federal Reserve's annual stress test shows that 32 major U.S. banks could absorb $708 billion in losses under a severe scenario and keep lending.
Generational Wealth Transfer Is Here: How Will the Next Generation Spend Trillions?
Generational wealth transfer is underway, with an estimated $83.5 trillion expected to move from the baby boomer generation to the next over the next
Wells Fargo’s New CEO, Charles Scharf, Takes Over: Regulation and Reputation Repair
After the leadership change at Wells Fargo, Charles Scharf takes over as CEO. The article reviews his experience at JPMorgan and Visa, focusing on reg
2026 Wealth Spending Driven by Luxury Experiences
Luxury spending is expected to rebound in 2026, but the main growth driver will be experiences rather than luxury goods. As demand stabilizes in the M
New York passes Mamdani’s pied-a-terre tax. Here’s who pays and how much
The 220 Central Park South building, center, stands in New York, U.S., on Wednesday, Jan. 23, 2019. Just days after buying one of the most expensive r
Federal Reserve Stress Test 2025: All 22 Big Banks Pass, but It Is Less Rigorous
The Federal Reserve’s 2025 stress test showed all 22 major banks passing, but the test was gentler than in 2024. Theoretical losses were about $550 bi
New York’s pied-à-terre tax passes: rates and who it affects
New York’s newly passed pied-à-terre tax will be phased in from 2026-2027. This article reviews rate bands, who is taxed, and key case estimates, focu
