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Hidden Treasure
September 29, 2023 | Yesterday, we covered the looming U.S. government shutdown (which looks almost certain to happen now this weekend). Today, we’re covering it again, with more of a focus on its subtle but meaningful impact on finance markets.
Moody’s Warning To Investors
September 28, 2023 | Moody’s one of three big credit ratings agencies in the U.S., is warning us about “systemic risk” in the leveraged lending market.
Cracks Emerge
September 27, 2023 | If you’ve been under a rock this year, two things have underpinned the stock market’s recovery in 2023 after an ugly 2022: Optimism about AI and a resilient U.S. consumer.
Convertible Cruisin’
September 26, 2023 | Investors and regulators have a new name for private equity’s laggards: zombies.
Strike, You’re Out!
September 25, 2023 | Hollywood’s new forecast: 99% chance of stars.
Amazon’s Next Frontier
September 24, 2023 | In mid-2021, Jeff Bezos stepped down as Amazon CEO — 27 years after he launched the e-commerce giant out of a garage near Seattle. One of Bezos’ final big questions: What will Amazon’s fourth pillar be?
Can’t Lose
September 23, 2023 | Sometimes, when people first learn about investing, they ask innocently naive questions like, “Is it possible to do this without losing any money?”
Hard Or Soft Landing?
September 22, 2023 | While bond investors worry about a soft landing hurting bond prices, stock investors are selling hand over fist — but for different (and overlapping) reasons.
Betting On TikTok
September 21, 2023 | One very wealthy man doesn’t just want to avoid a TikTok ban — he’s putting his money where his mouth is, pouring more than $60 million in support of Club for Growth, a Conservative Super PAC pushing against bans.
America’s Borrowing Binge
July 19, 2024 | We all know the U.S. fiscal outlook is deteriorating by now, yet Wall Street appears unfazed by this development.
From Zero to Billions
July 17, 2024 | Cybersecurity is pretty, pretty important these days, and you need to look no further than the brilliant minds at Wiz.
The Little Guys
July 15, 2024 | Last Thursday, the stock market had a pretty big reversal, particularly affecting the Magnificent Seven mega-cap stocks and AI-related investments.
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