Articles by Daniel Marsh
Canada's Q1 Deficit Narrows Sharply as Revenue Surges 9.8%
Canada's federal deficit narrowed to C$370M in Q1 as revenue surged 9.8%, but debt charges climbed 6.1%, keeping bond markets cautious.
Tempus AI's Cancer Platform: Evidence, Limits, and What It Means for Investors
Tempus AI's cancer-care platform integrates molecular and clinical data to support oncologists. While recent studies show promising results, the evidence falls short of proving the platform improves patient survival.
Kang's London City Lionesses: Training Hub Set to Open Within a Year
Owner Michele Kang expects the new training center to open within a year, but the club's latest accounts show a £10.6M loss, highlighting the challenge of building a self-sustaining business.
AmEx Business Savings: 2.95% APY to Fuel Deposit Growth
American Express has launched Business Savings with a 2.95% APY, aiming to deepen small-business relationships and expand its $157B deposit franchise. The move's impact hinges on deposit durability and cost.
Satellites: The Invisible Force Shaping Modern Financial Markets
Satellites are crucial to financial markets, providing precise timing for trades and Earth observation data that informs commodity forecasts and insurance models.
Iridium's LEO Network: Balancing Global Reach with Bandwidth Limits
Iridium's LEO constellation provides global coverage and reliability, but bandwidth limitations make it unsuitable for data-heavy applications. Here's what investors should know.
Tesla Battery Lithium Content: A Closer Look at the Numbers
Tesla's battery packs contain approximately 4-10 kg of lithium, depending on capacity and chemistry. This analysis breaks down the calculations and implications for the EV industry.
Tariffs May Add C$466M to Calgary Project Costs
Calgary estimates tariffs could add C$315M-C$466M to active contracts; Brampton sees C$100M-C$150M exposure. Contract mix and mitigation are key.
BBC's Cash Buffer Shrinks 66% as £500M Savings Plan Faces Scrutiny
BBC's public-service cash reserves plunged 66% to £125M, testing the £500M savings plan. ITV shares unaffected.
Wealth Transfer Gap: Only 37% of Affluent Seniors Confident in Plans
Fidelity's new study shows just 37% of affluent older Americans feel high confidence in their estate plans, despite most having documents in place. The missing piece: family conversations.
Wendy's Franchisee Bankruptcy Sends WEN Shares Down 3.6%
Meritage Hospitality Group, a large Wendy's franchisee, filed for Chapter 11 bankruptcy, causing WEN stock to drop 3.6%. The filing raises concerns about franchise health.
Accenture Stock Rebounds on $2B Anthropic AI Safety Investment
Accenture (ACN) stock flipped from a 4.7% decline to a 7.8% after-hours gain after announcing a $2 billion AI safety partnership with Anthropic.