Everyone Watches the Shark in ‘Jaws.’ Leaders Should Watch the Mayor

Leadership lessons can come from the unlikeliest blockbuster.

Leadership lessons can come from the unlikeliest blockbuster.
Listen to the audio version of this article (generated by AI). It’s my favorite time of year. Earnings season is now underway, but something unusual is happening this time around. Good earnings are no longer enough to send some of the market’s biggest AI stocks higher. Two of those stocks, ASML Holding N.V. (ASML) and…
On Wednesday, CME Group reported second-quarter revenue of $1.7 billion and operating income of $1.1 billion, capping what the exchange operator described as its strongest first half on record. Net income was $1 billion and diluted earnings per share were $2.88. On an adjusted basis, which excludes certain items, operating income was $1.2 billion, net…
Obesity drugs might be the hottest growth story in healthcare right now. GLP-1 agonists and similar drugs encourage weight loss for managing obesity and treating type 2 diabetes. The viral success of Mounjaro and Zepbound has made Eli Lilly (LLY 0.97%) a home run winner. The stock’s 160% run over the past three years has…
The Future of Crypto Payments: Why Merchants Will Go Hybrid | Tim Ferland | LetKnow Pay The Future of Crypto Payments: Why Merchants Will Go Hybrid | Tim Ferland | LetKnow Pay The Future of Crypto Payments: Why Merchants Will Go Hybrid | Tim Ferland | LetKnow Pay The Future of Crypto Payments: Why Merchants…
The Financial Conduct Authority (FCA) has proposed various reforms that would tailor requirements proportionately for asset managers, cut costs for firms and improve data to supervise the sector more effectively. The FCA anticipates that these reforms will save asset managers £128m annually, primarily from simpler Fund Reporting for Asset Management Entities (FRAME) requirements. The updated…
This article was written by Follow I’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and real-time positioning (Bloomberg, models, data).I focus on earnings, tech…