I have a lot of short conversations about dividend stocks. They go something like this: “Oh, your specialty is dividend ...

Last week I noted the problems of sitting down with a blank screen and trying to figure out what to write. This week I have the opposite problem: I have well over 20 important research notes from ...

Last week's issue generated more thoughtful replies than we expected. What struck me wasn't that some of you disagreed with a point or two. It was what you agreed on. Almost nobody argued that nothing ...

Jacob Shapiro is an independent geopolitical analyst who helps investors and executive teams understand how a multipolar world is reshaping markets and strategy. He provides bespoke research, private ...