[ 投資戦略 ] 最新記事一覧

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WEEKLY
2023/01/22 09:14

初参加のダボス会議、収穫は経営者との意見交換

A Davos First-Timer on What 4 CEOs Told Us
ボルグワーナー、サーモフィッシャー、ブラックストーン、ナスダックCEOとの対談
WEEKLY
2023/01/15 10:49

物言う投資家によるディズニー批判はどこまで妥当か

For All His Criticisms of Disney, Peltz and Iger Probably Agree: Streaming Has to Be Fixed
ストリーミング事業の立て直しは必要
WEEKLY
2023/01/08 08:28

医薬品株の買い時、ファイザーよりメルクとイーライリリーがおすすめ

It’s Pharma Time: Why Merck and Lilly Are Buys, but Not Pfizer.
イーライリリーの糖尿病治療薬が大化け?
WEEKLY
2023/01/01 09:17

2022年に大幅下落した3銘柄、買い時か

These Three Stocks Had a Terrible 2022. Time to Buy?
テイクツー、マイクロン・テクノロジー、ワーナー・ブラザース・ディスカバリー
WEEKLY
2022/12/25 09:32

割安銘柄?でも株価は長年上がらず

Cheap? Maybe. But These Stocks Have Been Dead Money for Decades
安らかに眠れ
WEEKLY
2022/12/18 09:26

一見好調のゲーム会社ロブロックスに死角あり

Roblox Has 57 Million Daily Users, Half Under 12. What Could Go Wrong?
株価が2回にわたり急落
WEEKLY
2022/12/11 08:49

ハイテク各社、短編動画に注力

As Internet Usage Shifts to TikTok-like Videos, the Giants Climb Aboard
視聴時間増加と広告収入に期待
WEEKLY
2022/12/04 08:01

ウォール街で評判の悪いティー・ロウ・プライスは買い時か

Wall Street Isn’t Fond of T. Rowe Price, but Maybe You Should Be.
市場回復による反発に期待
WEEKLY
2022/11/27 11:19

ディズニー、CEO交代で変わるか

Don’t Tell Bob Iger, but Disney’s Issues Run Deeper Than Its CEO
動画配信に課題山積
WEEKLY
2022/11/20 10:32

玩具大手のハズブロ、MTGの価値を希薄化か

Hasbro Won Big With a Role-Playing Game. Is It Now Diluting the Magic?
アンダーパフォームへ2段階引き下げ
WEEKLY
2022/10/23 08:18

冬の時代ではない。これは半導体戦争だ

This Isn’t a Chip Winter. It’s a Chip War.
需要の枯渇と対中輸出規制の影響
WEEKLY
2022/10/16 08:21

低迷する航空銘柄に離陸の兆し

Airline Stocks Have Struggled. Here Are a Few That Could Take Off.
問題が山積する航空業界だが、強気派はこう見る
WEEKLY
2022/10/09 09:42

自動車、値下げの兆しなし

Car Inventories Are Growing. Don’t Expect Any Discount
9月の在庫は増加
WEEKLY
2022/10/02 09:53

債券ラダー投資に再注目

Bond Ladders Are Making comeback. How to Build One.
高利回りを確保するチャンス
WEEKLY
2022/10/02 09:53

米住宅価格は下落に転じるも崩壊に向かうわけではない

House Prices Are Cooling. That Doesn’t Mean We’re Heading for a Bust.
慢性的な供給不足が下支え
WEEKLY
2022/09/25 10:16

株価下落と金利上昇。苦痛だが市場は正常化へ

Stocks are Sinking and Rates Are Rising. We’re Heading for Normal.
長期債にも投資妙味
WEEKLY
2022/09/18 10:05

オフィス回帰を望まない従業員、REITに打撃

Workers Resist a Return to the Office. That’s Bad News for REITs.
オフィスREIT、今年大幅な値下がり
WEEKLY
2022/08/21 10:05

倹約化が進む消費者マインド

Shoppers Are Getting Cheap. The Result Will Be a Trade-Down Economy
その先に待つのはトレードダウン経済か
WEEKLY
2022/08/14 09:16

原子力発電の意外な将来性

Nuclear Power Has a Surprising Future
デューク・エナジーCEOのビジョン
WEEKLY
2022/08/07 08:47

ワイヤレスに追い風、大手通信株に期待

The Big Three Wireless Stocks Are Seeing a Growth Surge.
新領域が分け目か

ランキング

ranking
  1. Our Roundtable Pros Scoured the Market. Here Are 26 of Top Stock Picks.
  2. Barron’s Stock Picks Beat the Market in 2022. Here’s Our Report Card.
  3. Stocks and Bonds Are Sending Different Messages. One Is Wrong.
  4. Gold’s Awakening May Make Investors Sleep Less Soundly
  5. Ferrari Is a Luxury Stock. Here’s Why It Looks Like a Buy.
  6. Netflix Stock Is On Fire. Here Are the Takeaways From Its Earnings.
  7. Why Tech Layoffs Aren’t Alarming Economists—Yet
  8. Good News for Nvidia, AMD, and Qualcomm—Barclays Is Bullish on Chips Again
  9. Here’s Why the Founder of Thoma Bravo Is Still Buying.
  10. The Fed and the Markets Disagree on Wages and Inflation