Shawn Tully, Fortune

Shawn Tully


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Recent articles by Shawn:

Apple stock (AAPL): After its stratospheric rise, investors are facing a new threat: simple math

Going forward, buybacks won't give investors nearly the kick they've gotten for the past five years. → Read More

Winning Now, Winning Later author David Cote on his secret to corporate creativity

In his new book, the former CEO describes the importance of "X" days. → Read More

Safelite's CEO on steering the company through crisis—and getting sales back to pre-pandemic levels

"When I first heard the noise from China about COVID-19," says Feeney, "I set about to get everybody else's inventory for the recovery." → Read More

Former Honeywell CEO David Cote just wrote one of the best guides ever on how to lead a company

Dave Cote just delivered the War and Peace of books on corporate leadership. The former CEO’s Winning Now, Winning Later is such a rich, unusual entry in the genre because instead of running through his favorite management maxims, Cote provides a gripping, on-the-scene account of how he deployed a series of bedrock principles to transform […] → Read More

6 reasons Boeing's financial picture may be brighter than most assume

The nature of Boeing's business—and the company's strong position before two crises hit—give it a better shot at a turnaround than the free-fall in the company's results suggest. → Read More

Why famed VC Bill Gurley thinks IPOs are such a ripoff (and thinks there's a better way to take companies public)

Gurley is pushing to democratize one of the last elitist refuges in the capital markets. → Read More

New York City’s lockdown is costing $173 million per day. Is it still worth it?

How much is the city sacrificing for what look like relatively small improvements in health metrics? → Read More

The year in leadership: Everything to know about the most recent crop of leaders to score top CEO jobs

"CEO Whisperer" Marc Feigen's annual study examines the backgrounds of the leaders who ascended during the prior year to lead S&P 250 companies. → Read More

Coronavirus stock market: These 5 stocks are eating up your index fund. Here's a better strategy for investing in this market

The S&P would be a far better deal if you didn't have to park over one-fifth of your money in a handful of players selling at almost 40 times earnings. → Read More

U.S. coronavirus debt: The real risk isn’t the federal government’s exploding debt. It’s how it is structured that's so dangerous

Short-term financing may look cheap—but there could be a steep price to pay. → Read More

Coronavirus travel: Will the airlines survive COVID-19? Yes—and here's how

The sight of the carriers working the controls to regain their old cruising altitude could prove a surprise spectacle of the post-pandemic America. → Read More

This Jamie Dimon protege has weathered six crises. Here is his coronavirus playbook

Frank Bisignano, the newly named CEO of payments processing giant Fiserv, made his mark steering businesses through the most jarring upheavals of the past two decades. → Read More

The Fed's economists are worried that stock prices are inflated—and they are right

"Asset prices remain vulnerable to significant declines should the pandemic worsen, the economic fall out prove more severe, or financial systems strained reemerge," wrote the central bank's economists. → Read More

After record 2019, Fortune 500 corporate profits to drop in 2020. But by how much?

Last year earnings for the Fortune 500 hit a new all-time high, but that was before the pandemic. Now Wall Street is predicting a deep drop in profits for virtually every sector of the economy. Here’s how long it could take for a full recovery. → Read More

U.S. federal mortgage forbearance policies exclude low-income renters and owners amid coronavirus

"The housing policies arising from COVID-19 have created a gap between government and non-government supported households that does not address financial needs," says one real estate financier. → Read More

Disney-Fox deal: Disney's biggest financial problem has nothing to do with coronavirus

The Fox deal is proving such a deadweight that even before the pandemic hit, it was seriously weighing on the company's returns. → Read More

Does Apple's stock buyback strategy make sense in this market?

Put simply, in a matter of months, investors recast Apple as a growth stock, then when the virus crisis struck, recast it again as the safest of safe havens in the storm of the century. → Read More

Buccaneers of the basin: The fall of fracking—and the future of oil

The destruction in demand has caused the swiftest, sharpest collapse in U.S. oil output in history. → Read More

Pandemic economics: the U.S. is learning why limiting hospital beds carries a steep cost

Around half of all Americans live in states governed by iron-fisted regulations that effectively block the construction of new hospitals, the expansion of existing facilities, or even the addition of beds in recovery rooms. → Read More

Stocks are now overpriced by 22%, according to this rule

The recent rally means that investors believe EPS will surge past the 2019 peak and increase from there. But that's fantasy. → Read More