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1 week ago | 
finimize.com | Theodora Lee Joseph
4 minutes ago • 2 minsGet smarter in 3 minutes a dayJoin the newsletter that everyone in finance secretly reads. 1M+ subscribers, 100% free. What’s going on here? Corporate America is handing pink slips to office workers – and blaming AI, not the economy. What does this mean? Big firms have been cutting office jobs at the fastest pace since the pandemic hit – and it’s not because business is slow.
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1 week ago | 
finimize.com | Theodora Lee Joseph
What’s going on here? Elon Musk’s xAI is on a spending spree that would make even Silicon Valley veterans blush – so maybe think twice before asking the startup’s Grok chatbot for budgeting tips. What does this mean? xAI expects to spend $13 billion this year alone – a sum that might make you feel a little better about your overpriced bagel orders.
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1 week ago | 
finimize.com | Theodora Lee Joseph
What’s going on here? Major retailers including Amazon and Walmart want to cozy up to stablecoins – and those budding relationships could turn the digital tokens into something serious. What does this mean? Stablecoins are digital tokens pegged to another asset, like fiat currencies (usually the US dollar) or gold. As the name suggests, that should make them more stable than cryptocurrencies.
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1 week ago | 
finimize.com | Theodora Lee Joseph
What’s going on here? Investors won’t need a spoonful of sugar to help this medicine go down: Chinese biotech stocks have trumped the country’s tech ones this year. What does this mean? 📈 China’s Hang Seng Biotech Index is up over 60% this year. That’s big: an index tracking the country’s tech sector only managed an uptick of 22%. 💸 This is no medical mystery. The government has long been investing in the industry with surgical precision, as well as rolling out supportive policies.
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2 weeks ago | 
finimize.com | Theodora Lee Joseph
What’s going on here? Abu Dhabi National Oil Company (ADNOC) reportedly wants to put a rock on BP’s finger, joining a long list of potential suitors. What does this mean? BP’s stock has trailed behind other major oil companies for years. And it seems, despite stacks of cash and access to liquid gold, even Big Oil likes a bargain. ➡️ Shell, ExxonMobil, and Chevron have already run the numbers on buying parts of BP.
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2 weeks ago | 
finimize.com | Theodora Lee Joseph
For years, globalization has felt like a one-way bet, and investors (myself included) got comfortable riding the wave. But that tide’s been turning. Maybe the world isn’t headed back to full-blown trade wars and tightly closed borders everywhere. But the era of wide-open markets, seamlessly interconnected supply chains, and free-flowing data has clearly been fading. And this isn’t just a geopolitical story – it’s a market story. If the world is changing, our portfolios should be too.
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3 weeks ago | 
finimize.com | Theodora Lee Joseph
Back in November, I picked up shares of Ulta Beauty at $338 and told you all my reasons why. I said then it wasn’t a buy-and-hold-forever play – not a Costco or a Nike – but a mispriced opportunity in a solid business. At the time, Ulta was trading at a steep discount to its historical multiples, despite its strong returns on capital, resilient omnichannel model, fiercely loyal customer base, and $3 billion buyback program.
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4 weeks ago | 
finimize.com | Theodora Lee Joseph
What’s going on here? Wall Street looked hot under the collar and beady on the forehead, after spotting fine print in the US president’s “big, beautiful” tax bill that could scare away foreign investors. What does this mean? Section 899 would let the government roll out additional taxes on foreign investors, if their country’s tax policy is deemed “unfair” to the US. That would increase levies on investors’ passive income (like dividends and interest) by as much as 20 percentage points.
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1 month ago | 
finimize.com | Theodora Lee Joseph
What’s going on here? The US Labor Department relaxed guidance on crypto investments in 401(k) retirement plans – so now, Americans can bet their later life on dogecoin in peace. What does this mean? For the last few years, employers have been advised to exercise “extreme care” before letting their workers add crypto investments to their 401(k)s.
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1 month ago | 
finimize.com | Theodora Lee Joseph
What’s going on here? As the “Made In China 2025” campaign came to a close, the Chinese government reportedly drafted plans to promote self-sufficiency over the next few years. What does this mean? The original “Made in China 2025” campaign was announced in 2015. The idea was that over a decade, the government would work to reduce reliance on international trade and bolster local manufacturing. That decade has now been and gone, so it’s time to look at the next few years.
