Newsletters2025-01-04T07:54:08-05:00

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Crypto Hack

October 7, 2022 | Cryptocurrency exchange Binance temporarily shut down its blockchain network after hackers withdrew 2 million BNB tokens from a cross-chain bridge linking with its BNB chain. A cross-chain bridge is a tool that allows the transfer of tokens from one blockchain to another.

Sovereign Downgrade

October 6, 2022 | Britain’s aggressive package of tax cuts, paired with plans for large-scale borrowing, nearly crashed the country’s debt and currency markets before the Bank of England intervened.

Gimme Shelter

October 5, 2022 | Today, we'll discuss Elon Musk's agreement (for the second time) to buy Twitter, Micron's plans to invest billions in U.S. semiconductor production, Nasdaq delaying its cryptocurrency exchange plans, and our takeaways from Oaktree Capital's quarterly letter.

Carbon Markets

October 4, 2022 | In a world where carbon dioxide emissions are increasingly regulated, taxed, and monitored, the price of carbon itself becomes quite important, especially to companies who feel pressure from all sides to reduce CO2 output as much as possible.

U-Turn

October 3, 2022 | The British government announced it will abandon part of its plans for controversial tax cuts that sent the country's currency and bond markets into a crisis.

Perfect Storm

September 30, 2022 | Today, we'll discuss why macro hedge funds are doing so well this year, how Apple lost $120 billion in market value yesterday, an escalation of the war in Ukraine, and understanding country risks when investing.

Low Morale

September 29, 2022 | Across the euro zone's three largest economies, indicators of consumer morale remain subdued, as high inflation shows no sign of retreating.

Volatility Vortex

September 28, 2022 | The Treasury market has endured recently its most extreme bout of turbulence since the Covid pandemic rocked markets globally in March 2020.

Big Mac Index

September 27, 2022 | The Big Mac, in a way, actually represents a meaningful, “bundle of commodities, labor, real estate, and productive assets” in its prices, according to the analysts.

Illegal Index Funds

February 12, 2024 | Should index funds be illegal? It’s more of an intellectual question than a serious one. For example, the U.S. stock market couldn’t really function if 100% of investors held all their money in S&P 500 index funds, at least not as any useful tool for allocating capital.

Hollywood Economics

February 11, 2024 | The film industry isn’t all glamorous. For every big hit that makes hundreds of millions — like “Oppenheimer” and “Barbie,” countless films go virtually unheard of.

Secret Sauce

February 10, 2024 | Wouldn’t the office be better if we all took a collective coffee break?

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