ForkLibertarian

By Felix Vezina-Poirier
Beyond the $100 barrel: How to spot the 'second-round' effects before they hit your portfolio
The ultimate outcome of the Iran conflict depends on Iran's response, leadership cohesion and willingness to return to negotiations.
When information about the

Artificial intelligence will challenge companies whose strengths depend on workflow frictions, labor intensity, and application stickiness, while preserving—or even strengthening—businesses built around infrastructure, proprietary data, network effects, or specialized domain workflows.
Plenty of

By Quentin Fottrell
'The money is tax-free and does not affect our income, which comes from investments and Social Security'
"I definitely want to make some charitable contributions and do a couple of other things with the money." (Photo subject is a model.)
Dear Quentin,

Investors are constantly surrounded by headlines about the Federal Reserve’s meetings, their decisions on interest rates, the rate of inflation, supply shocks, output gaps, and all kinds of other economic jargon. But what do these terms really mean—and which of them matter to investors?
In short:

This episode of _The Morning Filter_ marks the podcast’s third anniversary. Hosts Dave Sekera and Susan Dziubinski reveal how the stock picks from the podcast’s first episode have performed and share which ones are still attractive stocks to buy today. They also discuss a risk factor that

This week’s highlights:
Weekly Market Update: Stocks Slide as Financials, Consumer Cyclicals Fall
Why the Stock Market Remained Resilient Amid the War in Iran
Dividend Stocks Are Getting a Boost From the HALO Trade. Can It Last?
Inflation Holds Steady as Economists Warn of Rising

I‘ve written before about my love of investment acronyms, from TINA to TACO, BRICS to FANG. HALO is a new one I’ve seen lately. It stands for Heavy Assets, Low Obsolescence, which is definitely more fun as an acronym. HALO stocks, the thinking goes, are less vulnerable to disruption by artificial in

Key Highlights
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On Friday, President Trump called for a one-year cap of 10% on credit card interest rates, set to begin Jan. 20.
Without congressional legislation, implementing a rate cap

_MongoDB __MDB__ released its fiscal fourth-quarter earnings report on March 2. Here’s Morningstar’s take on MongoDB’s earnings and stock._
Key Morningstar Metrics for MongoDB
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Fair Value Estimate



: $303.00
Morningstar

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This week’s highlights:
Weekly Markets Wrap: Stocks Stumble as Energy Rises and Utilities Fall
US Market Takes Upper Hand Amid Iran War as

There was no shortage of market storylines in 2025. Global and US markets shook off early volatility to end the year sharply higher, with major international markets unexpectedly leading the way. Bond yields remained attractive. The US dollar remained weak. Tariffs, geopolitical uncertainty, and

_Berkshire Hathaway __BRK.B__ released its fourth-quarter earnings report on Feb. 28. Here’s Morningstar’s take on Berkshire Hathaway’s earnings and stock._
Key Morningstar Metrics for Berkshire Hathaway
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Fair Value

Key Takeaways
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Morningstar analysts say that positive fourth-quarter earnings show there’s plenty of room for the AI trade to run, even as tech stocks lag.
Strong demand for AI products and infrastructure helped tech revenue surge, but questions remain around how long that can la

Accenture's strong quarterly performance includes 4% revenue growth and record bookings, driven by partnerships and AI demand. The stock remains undervalued despite market concerns about AI relevance, with a fair value estimate of $255.

Key Takeaways
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The US stock market is trading at a 7% discount to the composite of our valuations.
Market volatility looks calm on the surface, but sector rotation is intense.
Software stocks are under heavy pressure from rising fears of artificial intelligence

Stock Market Update for the Trading Week Ended March 6
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The Morningstar US Market Index fell 2.18%.
The best-performing sectors were energy, up 1.32%, and technology,

_Marvell Technology __MRVL__ released its fiscal fourth-quarter earnings report on March 5. Here’s Morningstar’s take on Marvell’s earnings and stock._
Key Morningstar Metrics for Marvell Technology
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Fair Value

President Trump's call for a temporary 10% cap on credit card interest rates raises concerns about credit card profitability. While the cap is unlikely to be implemented, it could reduce fair value estimates for companies like American Express, Capital One, Synchrony, and Bread Financial Holdings, highlighting increased risks in the sector.