economics
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The Missing Link in Cross-Border Healthcare M&A: Finance-Led Integration
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Cross-border healthcare M&A is gaining momentum in 2025, though policy shifts and geopolitical uncertainty continue to keep dealmakers ...

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When the Equity Premium Fades, Alpha Shines
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For more than a century, the equity risk premium (ERP) — the excess return from stocks over bonds or cash — has been the backbone of ...

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Media Arabic Booster 04/25
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This month (04/25) in the Media Arabic Booster: Donald Trump and his trade war, and a Palestinian writer on Egypt and Gaza.

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Small Caps vs. Large Caps: The Cycle That’s About to Turn
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Despite their recent struggles, small caps aren’t dead — they’re just misunderstood. After eight consecutive years of underperformance ...

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Balancing Innovation and Trust: Jason Hsu on Technology and the Future of the Investment Industry
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I recently sat down with Jason Hsu, founder of Rayliant Global Advisors and chief economist of East West Bank, to discuss the evolution of ...

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A Guide for Investment Analysts: The Prehistory of the US Markets
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Before the Civil War, the US financial markets operated in a world far removed from today’s fast-paced trading floors. Auctions were held only ...

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The Discounted Cash Flow Dilemma: A Tool for Theorists or Practitioners?
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If your foresight is strong enough to build a reliable Discounted Cash Flow (DCF) model, you likely don’t need one. Why does this matter? ...

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How Tariffs and Geopolitics Are Shaping the 2025 Global Economic Outlook
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As the second quarter of 2025 approaches, the global economy advances with a mixture of resilience and unease. Though inflation is easing and ...

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Investing Through Uncertainty: 5 Lessons in Emotional Discipline
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In times of geopolitical tension, market volatility, and economic uncertainty, emotions can become a hidden liability for investors. The ...

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Can Generative AI Disrupt Post-Earnings Announcement Drift (PEAD)?
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One of the most persistent market anomalies is the post-earnings announcement drift (PEAD) — the tendency of stock prices to keep moving in ...

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