Shawn Tully

Shawn Tully

Shawn Tully is a senior editor-at-large at Fortune.

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Skyscrapers in Manhattan between 42nd Street and Sixth Avenue, including the Bank of America Tower. Bank stocks are trading at huge discounts to the broader market.

Despite Warren Buffett’s selloff, bank stocks look like great buys in this market

Value stocks have trailed growth stocks for 13 years in a row, but 2020 could see a turning of the tide.

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

Why investors should beware the new gold rush

What’s driving the new gold rush?

The S&P just hit a new all-time high.

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

Many jobs lost during the pandemic are never coming back, according to a new analysis.

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

Wall Street is suddenly worried about valuations.

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

Former Ford CEO Jim Hackett

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

The surprising resurgence of Ryan Air during coronavirus

Not wasting a crisis: How Ireland’s Ryanair is using the pandemic to power an audacious growth plan

Apple Earnings

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

Warren Buffet-Milton Friedman

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

A boat floats near the Seaside Heights during sunset on the Jersey Shoreon July 18, 2020.

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

Bank Of America CEO Brian Moynihan told investors “We are seeing nothing that is consistent with an 11% unemployment rate in actual consumer payment behavior.”

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

A new rule change alters how banks deal with customers who are likely to default.

This little-noticed rule on how banks account for bad loans is a ‘game changer’

Don Berman, CEO of Cardworks

Subprime lending giant CardWorks offers a glimpse into consumers’ wallets—and some surprising clues about the economy

Quarterly Investment Guide 2020-1red_article

Where are housing prices heading? Gain, then pain