This week we take some longer term perspective looking at leverage in private equity, average holding periods, and value vs growth.

A recent explosion at the Natanz nuclear complex set back Iran’s nuclear development by one to two years but may encourage Iran to move its centrifuge production underground, where it will be hidden from international supervision. While Iran is also under…

With the world in recession and U.S.-China tensions deepening, President Xi Jinping is laying out a major initiative to accelerate China’s shift toward more reliance on its domestic economy.

To address disruption from COVID-19, companies need to reimagine their business models with transformation that both sustainably accelerates growth and generates shareholder value.

Until #bitcoin is tied to #gold, it will remain a speculative #asset, not a #currency.