Corporate developments used as early evidence about the economy: earnings and margins, capital expenditure, layoffs and hiring plans, pricing behavior and inventory positions. Entries link each disclosure to the aggregate it anticipates. Read by macro analysts, economists and strategists tracking demand in close to real time.
Company news read as economic data: earnings, capital spending, hiring plans and pricing decisions treated as signals about future demand.
52 billion dollars of subsidies and a 25 percent tax credit pulled hundreds of billions in semiconductor construction toward Arizona — with strings now tested by politics.
Henrik Larsen
A quarter of eligible federal contract dollars is reserved for small businesses — a preference system with size rules, protests, and real money attached.
Henrik Larsen
Guidance is a voluntary forecast with legal safe harbor and a game-theory layer — companies lowball, beat, and harvest the credit, and everyone knows it.
Henrik Larsen
Chapter 11 is capitalism's operating room: creditors line up by priority, a judge supervises, and the company usually exits owned by its lenders.
Henrik Larsen
S&P 500 companies returned over 900 billion dollars to shareholders in 2024, more than half of it through repurchases — legal, taxed lightly, and fought over.
Henrik Larsen