This Is How The Unicorn Bubble Will Burst

Bloomberg Opinion columnist David Fickling tells us you can think of tungsten mining as “a century old prediction market for war.” As he writes in a recent piece, tungsten is “a super-element that can determine the fate of nations.” While the commercial market for tungsten is fai ...  Show more

Insurers have quietly become a major driver of the private credit boom, with numerous private equity shops striking deals with insurance companies or buying them outright. But the entanglement with private credit is also changing the insurance industry itself, raising a number of ...  Show more

The birth rate of unicorns—firms with a valuation north of $1bn—<a href="https://www.economist.com/business/2024/02/22/the-age-of-the-unicorn-is-over?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_n ...

Thursday’s the new Friday. And Pilgrim’s Pride just dropped millions to settle a chicken price-fixing lawsuit that reminds us of Big Tech. Meanwhile, Big Banks kicked off earnings season, but we’re more interested in the diversification going on at BlackRock. And we noticed that ...  Show more

We live in the age of supercompanies: massive, dominant players that seem to get better as they grow — for customers and investors. And they also make us uncomfortable about our rights and freedoms. Think Walmart, Apple, Meta and so many others. But how should investors view t ...

Apple surprises. Alphabet stumbles. Berkshire Hathaway loads up on Amazon. And Beyond Meat serves up a big IPO. Analysts Andy Cross, Ron Gross, and Jason Moser discuss these stories and dig into the latest earnings from Arista Networks, CBS, Mastercard, Shake Shack, Shopify, Spot ...  Show more