The clock on $1.3 trillion

Private equity is sitting on more undeployed buyout capital than ever before. The deployment window is closing, and the academic research says what comes next.

Capital One's $5.2B bet

Plus: Why everyone is ignoring Friday’s hot CPI, Intel's debt-fueled buyback, and the $64 fuel tax on American households.

The decisions that look wrong when you make them

Three moves that separate the companies that compound capital from the ones that squander it. A Friday deep memo.

The clock on $1.3 trillion

Private equity is sitting on more undeployed buyout capital than ever before. The deployment window is closing, and the academic research says what comes next.

The Red Queen Problem

Why the most important number in a company's earnings report is the one they don't disclose.

The $30 Billion Question: Are Bank Buybacks Worth It?

Goldman beat this morning. JPMorgan tomorrow. They'll announce tens of billions in capital returns. The research on whether that money is well spent is more contested than either side admits.

The Red Queen Problem

Capital One's $5.2B bet