The king of limited media has an unlimited budget for research.
FORTUNE -- One of the long-time knocks on Twitter is that it doesn't do a very good job of innovating. Users came up with hashtags. TweetDeck was created by another company that Twitter had to buy. Twitter is reportedly considering shutting down a music site that it launched earlier this year. Go to Twitter.com and you will basically see the MOREStephen Gandel, senior editor - Oct 25, 2013 5:00 AM ET
Erdoes and other fund managers sound off on how to manage money in the shadow of a debt crisis.
By Anne VanderMey, reporter
FORTUNE -- With a last-minute debt deal winding its way through the legislature, the worst of the uncertainty that has roiled global markets in recent weeks may be past. But the upheaval has already undermined confidence in the U.S., even as the economy shows signs of life. Under MOREOct 16, 2013 2:59 PM ET
Shriti Vadera, who was a top economic adviser to former British prime minister Gordon Brown, says no one has the "foggiest idea" how a default would unfold.
By Tory Newmyer, writer
FORTUNE -- Here's a bracingly frank view of our unfolding debt default crisis from across the pond: "It's one of the most shocking things I've ever seen."
That assessment comes courtesy of Shriti Vadera, a top economic adviser to then-British prime MOREOct 15, 2013 5:23 PM ET
Even in a default, many investors would see Treasuries as safer than stocks.
FORTUNE -- As Congress seems nowhere closer to resolving the nation's budget problems on day four of the government shutdown, federal officials have raised fresh warnings the U.S. could default on its debt.
Credit markets could freeze, the dollar's value could spiral, and U.S. interest rates could skyrocket, the U.S. Treasury Department warned Thursday. If Congress fails to lift MORENin-Hai Tseng, Writer - Oct 4, 2013 5:00 AM ET
The ones that matter most to the market may not be as high as everyone assumes.
FORTUNE -- Over the past year or so, corporate profits have been a growing concern for investors. They're too good.
Margins, the percentage of each sale that ends up as profit, as measured by GDP, have never been this high. They hit a record near the beginning of 2011 and have continued to march up. At MOREStephen Gandel, senior editor - Sep 26, 2013 10:11 AM ET
The author of the new Dao of Capital -- a hedge fund manager and former top trader for Nassim Taleb -- sees a 40% drop looming in the S&P 500.
By Scott Cendrowski, writer
FORTUNE -- "You know what I mean?" Mark Spitznagel has just finished explaining one of the paradoxes of today's business world. Spitznagel, 42, is the hedge fund manager who returned more than 100% during 2008. He was Black Swan MORESep 25, 2013 12:54 PM ET
It's a classic Wall Street game: Build a feeding frenzy to drive up a deal. And like most hype, it'll leave investors little to chew on in the end.
FORTUNE -- When you've gone hungry for a long time, even mediocre takeout dishes can look like something scrumptious from a five-star restaurant. That explains the stampede by buyers to gobble up Verizon's record $49 billion debt offering.
For years investors, especially big MOREAllan Sloan, senior editor-at-large - Sep 18, 2013 5:00 AM ET
A top strategist at Morgan Stanley sees more bearish times for BRICs and a little bit of hope in Europe.
FORTUNE -- In recent weeks, emerging markets, long seen as the darlings of the global economy, have tumbled. Cash is flowing out, pushing down the values of stocks, bonds, and currencies in India, Indonesia, and elsewhere. Brazil's problems have been well documented and are boiling over. China's long guaranteed growth MOREStephen Gandel, senior editor - Aug 22, 2013 9:00 AM ET
What a rigorous metric called "EVA" says about the value of stocks. Hint: it ain't pretty.
FORTUNE -- Forget P/Es. Trailing, forward, westward, or eastward, the venerable price-earnings ratio tells you little more about the value of a company than its marketing budget. Or (ugh!) its "consensus analyst rating."
The best measure of how companies perform for shareholders is a wonkish tool called Economic Value Added, or EVA. The advantage of EVA is MOREShawn Tully, senior editor-at-large - Aug 19, 2013 8:51 AM ET
This seismic shift in interest rates will certainly be one of the most critical factors over the coming quarters and years.
By Daryl G. Jones, Hedgeye
FORTUNE -- Every quarter, our team here at Hedgeye gets together and boils down the turmoil in global macro markets to three neat and tidy themes for our clients. But, in the spirit of Gary Keller's new, thought-provoking book, The ONE Thing, I'm going to employ MOREAug 15, 2013 9:04 AM ET
|Five things you didn't know about Bernie Madoff's epic scam|
|Obamacare: 365,000 have signed up for insurance on exchanges|
|What the budget deal doesn't do|
|Teen millionaire helping Yahoo become cool again|
|1.3 million set to lose jobless benefits|