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Heard on the Street: For years, UnitedHealth Group’s financial reporting has been a black box. That needs to change. | My latest, with ⁦David Wainer⁩ The Wall Street Journal ⁦Heard on the Street⁩ $UNH wsj.com/health/healthc…

I'm gonna say something a bit different from what that source told the New York Times. He said Fordo was damaged Severely but wasn't destroyed. So I'll tell you what Israel's current assessment is. First off all Natanz was completely wiped out. For Fordo and Isfahan, we're

The #Robotaxi 😂

"Today, because of hydraulic fracturing, the U.S. has net exports of about 2.5 barrels per capita and is also the world’s largest seller of liquefied natural gas." - Spencer Jakab wsj.com/business/energ…

The market has become a bad Zoom call. Everything is muted.

Or maybe it’s a demonstration that if some prior feckless president lets horrible countries get nukes you do sadly need to kiss their butt, so you should do everything humanly possible to keep a country like Iran from getting one, like Trump did. Maybe sit this one out boy

Long-term research indicates US 10 year has traded at CPI plus 175. With inflation at 2.5% that puts a 10 year at 4.25% or so. That was history — but deficits/ensuing supply of bonds/and a weak dollar should keep CPI from falling below 2.5% and the 10 year from falling below

With events moving quickly, I want to preview our study on battle damage coming out later today, here are some takeaways. 1) Overall, Israel's and U.S. attacks have effectively destroyed Iran’s centrifuge enrichment program.  It will be a long time before Iran comes anywhere

Tech is kind of funny because if you’re wildly successful, the logical end-state of your career is that you start a podcast, maybe launch a tequila brand, and dabble in some angel investing. And if you’re unsuccessful, you start a podcast, maybe launch a tequila brand, and

With bidding wars for #AI companies and talent in the news almost every day, is the next trillion-dollar opportunity being overlooked? Please be kind & rewind to when a dominant co missed a huge opportunity and another agreed to the worst deal in history. marketsam.cmail19.com/t/d-e-skkidul-…

Heard on the Street: Who’s irrational now? It turns out dividends matter a lot more than finance professors once believed, writes Spencer Jakab on.wsj.com/449x9kj

Heard on the Street: When Rep. Elise Stefanik sought an investigation into Harvard’s financial disclosures to bondholders, she might as well have fired a bazooka at the entire private-equity industry | My latest ⁦Heard on the Street⁩ ⁦The Wall Street Journal⁩ wsj.com/finance/invest…

"The Shiller P/E ratio—a reliable long-term gauge—is pricier than it has been all but 4% of the time." Spencer Jakab

Why Investors Are Right to Love Dividends Thank you ⁦Spencer Jakab⁩ for stating it so succinctly. “The original research on dividends was kind of right—there is nothing special about them. But the companies that pay them often are special.” wsj.com/finance/invest…

This is really good from Matt Levine on tokenization. If we're totally cool with people trading equity in "private" companies, because it's on-chain, then eventually it seems possible that in the future we don't have IPOs or even standardized disclosure for any company at all.

We are extremely concerned by comments allegedly made by Columbia University President Shipman. Although she has reportedly apologized privately, we hope that she will publicly apologize and acknowledge the impact of her comments to perpetuate a hostile climate on campus for the Jewish

Fed independence, US rule of law at risk, UBS reserve managers survey says reut.rs/4kneypM reut.rs/4kneypM

Goat inflation is completely out of control!