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Au Contraire
October 10, 2022 | David Dreman is arguably one of the founding fathers of contrarian investing, and his methodology, when it comes to stock selection, generally opposes or rejects popular market opinion. He has deeply studied the psychological underpinnings of the stock market and its impact on valuation levels.
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.
