Gadfly

For the first time since 1989, a major debt rating agency downgraded their outlook on China. Moody's Investors Service slashed its rating on Chinese debt from Aa3 to A1 due to the possibility of a "material rise" in economy-wide debt. The agency also cited a potential negative impact...

The Volatility Index and its corresponding exchange-traded note iPath S&P 500 VIX Short Term Futures TM ETN (NYSE: VXX) is sitting near a multi-decade low at a time when political tensions both domestically and internationally are at a worrisome level. How is this even possible? According to...

Macy's Inc (NYSE: M)'s stock plunged 17 percent on Thursday and hit a new multi-year low of $24.25. Investors and traders punished the stock after the department-store chain's earnings report contained many troubling metrics. Investors and Wall Street will now debate Macy's suitability as an...

It's no secret Warren Buffett, considered by many as the world's best investor, isn't getting any younger. At the tender age of 86, Buffett eventually has to step down from his title as chairman and CEO of Berkshire Hathaway Inc. (NYSE: BRK-A) (NYSE: BRK-B). Meanwhile, Buffett's...

The world's most notable investor Warren Buffett is no fan of share buybacks. The "Oracle of Omaha" consistently argues companies that buy back their own stock aren't generating shareholder value, rather, they are destroying it over the long term at the expense of appeasing shareholders in the near...

Alibaba Group Holding Ltd (NYSE: BABA) is the unofficial king of e-commerce in China but that doesn't mean the competitive landscape is empty. According to Gadfly's Tim Culpan, Alibaba's chief rival JD.Com Inc(ADR) (NASDAQ: JD) is looking to make its mark on the global stage — perhaps in a...

Coach Inc (NYSE: COH) has had its fair share of woes over the years, but now the fashion icon is firing on all cylinders. According to Gadfly's Shelly Banjo, Coach's earnings report Tuesday signaled that the company has put on its "big-boy pants" and a multi-year long turnaround...

What's not to love about Amazon.com, Inc. (NASDAQ: AMZN)? =Consumers love its speedy delivery of millions of items. Investors love its growth profile and prospects of hitting a $1-trillion valuation. But what if investors are wrong in loving Amazon? This is a view that Gadfly's Shira Ovide...

American companies have been very active in selling bonds during the first three months of 2017. According to Gadfly's Lisa Abramowicz, this implies that Corporate America owes Wall Street bans a big thank you. Abramowicz commented in a report that companies raised more than $416 billion in debt...

Wal-Mart Stores Inc (NYSE: WMT) announced on Wednesday a new strategy it believes will win over customers from rival Amazon.com, Inc. (NASDAQ: AMZN): pay consumers to visit stores. Sort of. According to a CNBC report, Wal-Mart will give customers a discount for ordering an item online and having it...

Teens might think they know best, but the adults know that isn't the case. But an exception should be made for investors: When it comes to retail, teens may know best. As noted by Gadfly's Shelly Banjo, Piper Jaffray's 33rd bi-annual "Taking Stock with Teens" survey offers investors a report card...

Tesla Inc (NASDAQ: TSLA)'s stock has gained nearly 40 percent since the start of 2017 and continues to trade near the $300 per share mark but some shareholders aren't overly enthusiastic. According to Gadfly's Liam Denning, Tesla received a letter earlier this week from several large shareholders...

One of the hottest sectors in the "Trump rally" is showing no signs of cooling down. According to a Bloomberg report, semiconductor stocks are on fire as many leading companies are communicating to investors how their technologies will be expanded into new product categories over the coming years....

Darden Restaurants, Inc. (NYSE: DRI) continues to trade near all-time highs because the company is a standout in the restaurant sector. Darden, the parent company of several full-service restaurant chain perhaps the most notable of which is Olive Garden, reported its fiscal third quarter results...

Valeant Pharmaceuticals Intl Inc (NYSE: VRX)'s refinancing announcement on Tuesday shouldn't be celebrated by investors, at least according to Gadfly's Max Nisen. Nisen noted Valeant's "financial wizardry" doesn't address Valeant's long-term $30 billion debt load although it may ease short-term...