The 90/10 Portfolio: Buffett’s Asset Allocation Rule Explained
Warren Buffett recommended a 90/10 portfolio: 90% in an S&P 500 index fund and 10% in short-term Treasuries. Here is how the strategy works and its risks.
Market Education
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American Express Fined $350M in AML Settlement; Guidance Intact
American Express agreed to a $350M penalty and Fed consent orders over AML compliance while leaving full-year 2026 and 2027 guidance unchanged.
GDP vs. GDI: Why Economic Output and Income Diverge
GDP and GDI measure the same economy from opposite sides. Learn how output and income diverge, what causes the statistical gap, and why the Fed watches GDO.
PepsiCo Q3 Revenue Rises 5.6% to $25.3B; Core EPS Beats at $2.34
PepsiCo posted Q3 2026 net revenue of $25.27B, up 5.6%, and core EPS of $2.34, while updating full-year core constant currency EPS guidance to 1% to 2%.
Non-Competitive vs. Competitive Bidding in Treasury Auctions
Understand non-competitive vs. competitive bidding in Treasury auctions, how the single-price clearing yield is set, and award rules for retail buyers.
Applied Digital Q1 Revenue Surges 322% to $341.9M
Applied Digital posted Q1 FY27 revenue of $341.9 million, up 322% YoY, backed by $36 billion in contracted backlog and 250 MW live at Polaris Forge 1.
How to Read FOMC Minutes: Fed Speak, Nuance, and Signals
Learn how to read FOMC minutes: decode the three-week lag, calibrated Fed speak quantifiers, and the critical signals that move bond and stock markets.
HubSpot Cuts 660 Jobs in Shift to AI Customer Outcomes
HubSpot filed Form 8-K announcing 660 role cuts (~7% of staff) and $65M–$75M in restructuring charges while reaffirming its 2026 financial guidance.
Index Funds vs. Active Funds: Why Costs and Math Win
Learn how index funds compare to active funds, why the arithmetic of active management dictates returns, and how fees, turnover, and taxes compound.
Constellation Jumps 12% on $4.3B Google Nuclear Power Deal
Constellation Energy shares surged 12% after Alphabet signed a $4.3 billion deal to add 890 MW of nuclear uprates across six plants on the PJM grid.