Shawn Tully
Fortune
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Recent articles by Shawn:
Honeywell’s ex-CEO successfully navigated the Great Recession. Here’s how he’s approaching the coronavirus crisis
Former Honeywell CEO David Cote applies Great Recession leadership lessons to the coronavirus's economic impact. → Read More
Coronavirus is crushing the economy. Why isn't the U.S. dumping Trump's tariffs to boost it?
"It can be done instantaneously without Congressional support," says Jared Franz, an economist at asset management colossus Capital Group. → Read More
Will coronavirus economic recession be worse than 2008 Great Recession? Here's what we know so far
The pandemic that would have weakened a strong economy is decimating a weak one. → Read More
Where’s the bottom for stocks? By this important measure, they may have hit fair value
Over the past 50 years, the median multiple on Robert Shiller's famed CAPE index is 20.3, a number it came close to touching today. → Read More
Coronavirus stock market: Equity risk premium signals that stocks are nearing 'buy' territory
The "equity risk premium" is the cushion required to compensate shareholders for the rough ride of owning equities—for weathering the wild, unforeseeable swings that can wipe out years of gains in a matter of weeks. → Read More
Coronavirus stock market crash brings buyback reckoning: Trillions spent on repurchases just evaporated
When stocks get repriced, the gains from repurchases vanish in a hurry. → Read More
Xerox's audacious HP takeover quest
Xerox and HP are duking it out, with the future of a $200 billion industry at stake. → Read More
Recession watch 2020: The stock market is usually a poor predictor of recessions—but this time it's right
History confirms that stocks make the wrong call on future recessions almost as often as they prove a bellwether. → Read More
Even after a giant fall, stocks are still expensive by historical standards
With each new lurch, investors are trying to make sense of the big question: How low will this market go? → Read More
Why the stock market probably won’t get back to even this year
After a drop, the math works against you: to recoup a 12.4% decline, prices need to rise by 14.2% because they're coming off a lower base. → Read More
The best buys in this overpriced market may be beaten-down big bank stocks
The selloff has sunk their price-to-earnings ratios to levels that scream bargain. → Read More
With stocks down sharply are we approaching ‘buy’ territory? Not by a longshot.
Stocks have merely fallen from outrageously overpriced to extremely overpriced → Read More
Amherst buys Front Yard Residential in quest for 1 million rental homes
Amherst announced a major deal to acquire Front Yard Residential for $2.3 billion, including debt. → Read More
Green energy: Investor Jeremy Grantham on the best bets
Jeremy Grantham, the veteran value investor, explains why VCs have the best shot at big bucks, and why fossil fuels are doomed to fail. → Read More
U.S. could be heading for a value added tax on the middle class—but 2020 candidates won't say that
The trajectory of U.S. outlays is so steep that even without costly new programs, a gigantic fresh source of funding will be needed to forestall a crisis. → Read More
How Blackstone became the world's biggest corporate landlord
The private equity giant once merely dabbled in real estate. Now its huge deals are reshaping the market. → Read More
Stock buybacks: 3 reasons the corporate strategy is worrisome
For a decade, companies spent their profits buying back massive amounts of their own stock. But if share prices start to fall, we'll see a reckoning. → Read More
Tesla stock: TSLA's share price has doubled in the first five weeks of 2020. Is it worth it?
After an incredible run, investors give Tesla a market cap bigger that's bigger than all automakers, save Toyota. → Read More
Bakkt wants to turn your reward points into a wallet you can use as Bitcoin, cash
That’s the vision for a new product that Bakkt, a startup backed by Intercontinental Exchange (ICE), is planning to develop by purchasing a specialist that handles rewards redemptions for America’s biggest sponsors. → Read More
How Bank of America’s CEO Brian Moynihan orchestrated one of the biggest comebacks in banking history
"Everybody thought his situation was almost hopeless," recalls Warren Buffett. But not only did Moynihan save the storied bank—he's plotting a second act to supercharge its growth. → Read More