Private credit faces a new stress test: rising defaults, redemption pressure, and AI threats to software borrowers, plus why reported volatility may be misleading. https://www.forbes.com/sites/bill_stone/2026/03/22/private-credit-under-pressure-defaults-redemptions-and-the-ai-shock
Iran conflict drives oil toward $100. Here are 3 market indicators: credit spreads, financial conditions and recession odds, that investors should watch now. https://www.forbes.com/sites/bill_stone/2026/03/15/stocks-and-oil-3-market-indicators-to-track-after-iran-escalation
Iran conflict, $91 oil and -92K jobs jolt markets. What the Strait of Hormuz risk means for inflation, recession odds and where investors should look
Berkshire Hathaway Q4 2025: Warren Buffett’s final quarter, Greg Abel’s debut. Why earnings fell, insurance cooled, and what $373B cash means. https://www.forbes.com/sites/bill_stone/2026/03/01/berkshire-hathaway-q4-2025-buffetts-finale-abels-debut
Gold prices are soaring, but history shows gold is a weak short-term inflation hedge. Data-driven analysis compares gold, stocks, and bonds. https://www.forbes.com/sites/bill_stone/2026/02/22/gold-at-record-highs-a-poor-short-term-inflation-hedge
Berkshire Hathaway’s Q4 13F reveals Apple trims, a new New York Times stake, continued net stock selling, and insights into Buffett’s evolving portfolio strategy. https://www.forbes.com/sites/bill_stone/2026/02/18/berkshire-q4-13f-buffett-trims-apple-buys-new-york-times