Shawn Tully, Fortune

Shawn Tully

Fortune

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Recent articles by Shawn:

Big Tech stocks are suffering from 'mean reversion.' And the downdraft isn't over yet

The fall is so substantial that you'd think we might be nearing bargain territory. More likely, mean reversion has just begun, and it has a long way to go. → Read More

Ford, just admit it: You’re a truckmaker now

A new CEO in Dearborn can reverse trajectory by focusing on what Ford does best. → Read More

Snowflake's IPO left almost $5 billion on the table. Maybe it wasn't so successful after all

"We've seen an unusually high number of IPOs this year that rank near the top in foregone proceeds. But Snowflake dwarfs them all." → Read More

Will tech stocks stumble or slide? What the fundamentals tell us

Basic math suggests that investors buying Apple, Tesla, Nvidia and other top Nasdaq names won't make money from here. → Read More

Tesla, Apple stock: Want to understand why tech stocks are crashing? This metric explains it all

Big Tech didn't improve over the past year, it just got a lot more expensive. → Read More

First he took energy trading and the NYSE electronic. Now Jeff Sprecher of ICE shares his plans to digitize your mortgage

The founder and CEO of trading colossus Intercontinental Exchange is making a bold gamble to transform the market for home mortgages, arguably the most despised, unreformed relic in financial services. → Read More

Tesla has a business model problem: It can never justify its current stock price simply by making cars

To reward investors buying in now, Tesla would need to conquer an additional one-third of the entire global luxury car market, a highly improbably feat. → Read More

Stocks to Buy: Why bank stocks look like great deals despite Warren Buffett sell-off

The odds of a big rally in bank shares are good—even if the banks take their lumps from a COVID-related recession. → Read More

The champ’s big comeback: Why beaten-down value stocks are poised to thrive

Underpriced value stocks have usually crushed growth stocks after recessions. Is history about to repeat itself? → Read More

Gold price: What's driving the new gold rush?

Gold has soared 24% this year. But the forces behind the boom are more complicated than they appear—and don't augur well for longterm investors. → Read More

The S&P just hit an all-time record. Can it go higher from here?

After hitting a new high, the index's future trajectory doesn't look quite so bright. → Read More

A fuller picture is emerging about what jobs will—and won’t—be coming back after coronavirus

A new analysis shows that around one-third of the positions companies eliminated during the pandemic may be gone for good. → Read More

Stock market: Stock valuations have only been this high three times in history. What happened next should give investors pause

It's instructive to examine how the S&P 500 has performed in the two, five and ten year periods that following the month where the market's adjusted P/E reached 31.1, where it sits now. → Read More

Ford CEO Jim Hackett had a bold vision—but couldn't improve this all-important financial metric

Hackett failed to deliver what's essential to reviving an old-fashioned metal-bending enterprise: Consistently rising returns on investment. → Read More

Investors are treating Apple like a growth stock. But the math doesn't add up.

It's almost impossible to make a numbers case that Apple stock has room to run at these valuations. → Read More

Warren Buffett and Milton Friedman's favorite stock market metrics have a warning for investors right now

The scenario that many on Wall Street are selling, that the S&P has plenty of room to rise from here, runs headlong into both the Buffett Indicator, and the Friedman earnings-to-GDP metric. It gets an "F" on both tests. → Read More

As stir crazy Americans take refuge on the water, the boat industry is booming

"It used to be that what people did was dominated by their kids' schedules," says one boat purveyor. "Now, their kids are unscheduled, and they have lots of time for boating." → Read More

A deep dive into Bank of America’s financials yields evidence of the economy’s big disconnect

With the economy so bad, how can the consumer still look so good? → Read More

CECL: This little noticed rule on how banks account for bad loans is a 'game changer'

The new rule is designed to give investors and regulators a much more accurate picture, far sooner, of how bad things will get in a recession. → Read More

Where are housing prices heading? Gain, then pain

This scenario—where the economy is tanking while housing notches new gains—makes this an unusually confusing time to weigh whether it's a good or bad time to buy or sell a home. → Read More