Investment News
Investing
+1
Apr 13, 2026
•
3 min read
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.
Apr 10, 2026
2 min read
Academic research has studied capital deployment waves like this one extensively. The findings are consistent, well-documented, and mostly ignored.
Apr 9, 2026
Plus: Why everyone is ignoring Friday’s hot CPI, Intel's debt-fueled buyback, and the $64 fuel tax on American households.