_{WORLD NEWS}

World War III Is Underway – What It Means for Businesses

The sudden collapse of Bashar al-Assad’s regime in Syria marks a turning point, exposing the interconnected nature of modern global conflicts. JPMorgan CEO Jamie Dimon and others argue that World War III has already begun, with battles linked by political, economic, and ideological objectives across multiple nations. These interconnected crises blur the lines between local and global conflicts, resembling the early stages of past world wars.

For businesses, this escalating global instability poses risks to supply chains, economies, and customer bases. Leaders must prepare by identifying both risks and opportunities, such as bolstering supply chain resilience or contributing to humanitarian efforts. Ethical engagement can enhance corporate responsibility and long-term positioning.

While the conflict’s pace may vary, temporary lulls should not be mistaken for resolution. Global tensions, particularly involving Russia, NATO, and other major powers, are likely to escalate, demanding proactive planning and adaptation from business leaders. Read More.

_{ECONOMIC NEWS}

Buffett Is Concerned—Should You Be?

Warren Buffett’s Berkshire Hathaway is holding a record $325 billion in cash, over a quarter of its portfolio, reflecting concerns about market valuations. Buffett’s favored valuation metric, the stock market cap-to-GDP ratio, is at 230%—higher than in 1999 and just below its 2021 peak—indicating potentially unrealistic expectations for future earnings growth.

Research from Kalish Concepts highlights that this issue is driven primarily by the 50 largest companies, which now account for nearly half of the market’s total valuation. While these large-cap stocks are significantly overvalued, many other stocks remain reasonably priced, offering potential opportunities when large-cap valuations eventually correct.

The key uncertainty remains: when will this correction happen? Read Now.