Is the US stock market in bubble territory?

The author is the founder and chairman of Oaktree Capital Management and the author of “Mastering the Market Cycle: Getting the Odds in Your Side” Many investors these days are constantly on the lookout for asset price bubbles, worried about…

Delta Air Lines, Uber Announce Big Partnership

Evercore ISI COO Mark Mahaney talks about Uber stock, the impact of RoboX and self-driving vehicles on ride-sharing, and why he likes Duolingo. Delta Airlines and Uber have signed an agreement that offers a series of loyalty points to their…

Yum! Brands, Inc. (YUM) Stock Outlook

Summary We have three strategic asset allocation models, based on risk tolerance: Conservative, Growth, and Aggressive. We make tactical adjustments to the models based on our forecasts for the different segments of the capital markets. This is a discussion of…