AskSlim Market Week - Friday, May 16 An analysis and commentary on the financial markets.
Cloud Stocks: How Is Atlassian Going To Handle Usage-Based Pricing For AI Agents? Atlassian has continuously built upon its product offerings to grow its TAM to $67 billion across its three key segments of software development, service management, and work management.
UnitedHealth Faces A Long And Painful Recovery Even UnitedHealth will struggle to overcome parasitic medical costs that Warren Buffett once called a tapeworm eating away at U.S. economic competitiveness.
What's Next For Foot Locker? Analyst Says Dick's Deal Is Timely The acquisition is a favorable outcome for Foot Locker shareholders, highlighting the 86% premium over the prior day's closing price.
AI Adoption & Other News Weekly review of headlines and market news.
Investors Fear Tariffs, Advisors Fear Chaos — ETFs Are The Unexpected Middle Ground State Street Global Advisors' ETFs in Focus report shows disagreement between advisors and retail investors on portfolio risk. ETFs bridge the gap.
Options Corner: Political Turmoil Sets Up A Contrarian Call Spread For Bristol-Myers Squibb Although the Trump administration's healthcare policies pose risks for Bristol-Myers Squibb, the chaos opens a contrarian door for BMY stock.
Russell 2000 Holds At 24-Year Low Vs. S&P 500: Why Trump's Deregulation Could Spark A Turnaround The return to a more stable trade environment may create a short-term tailwind for small stocks, particularly those that derive the bulk of their revenues within the U.S.
Golden Gravity: Why 2025 May Be The Year Portfolios Come Back To Earth So far, 2025 feels like the year investors remember that real assets are not just relics. They are relevance.
US-China Trade Truce, Trump's Middle East Deals Spark Wall Street Rally: This Week In Markets U.S. and China cut tariffs by 115 points, sparking a stock rally and improving trade outlook. Trump secures $2 trillion in Gulf deals.
