Why Stocks Are Uniquely Vulnerable To Fed Hikes
Earlier Monday, I mentioned that US equities could prove more sensitive to any rate hikes
What If Warsh Does Take A Hike?
What happens to the S&P if Kevin Warsh hikes rates? Dumb question, I know. Because
South Korean Regulators Have Lost Control
Leave the local shares. Take the ADRs. One business day after celebrating the largest-ever debut
Inflation Week
It’s inflation week in the US, where the BLS is expected to tell American households
Strait Talk
The Strait of Hormuz is closed. Again. A month on from Donald Trump’s declaration that
Weekly: Mark Carney Was Wrong
Here’s your regular reminder: We’re not in Kansas anymore. Once every two or three months,
If Stocks Are All That Counts…
It hasn’t always been a smooth ride. In places, this particular rollercoaster was downright harrowing.
‘Everybody’s Profiting’
This week began with Donald Trump ringing the opening bells of both the New York
SK Hynix Makes History
Say congratulations to SK Hynix, which now boasts the largest-ever American debut for a foreign
The Real Crisis Is In Japan, Albert Edwards Warns
Albert Edwards thinks investors are too focused on the AI bubble (or “bubble,” in scare
US Home Prices Smash Record, Hit New High
The median price of resold homes in America rose to a new all-time high in
Burying The Dead, ‘Still Firing Back’
If you’re curious as to why Iran might’ve decided to target commercial vessels in the
Reflation Stalls In China
Breaking news: China’s still teetering precariously on the brink of deflation. Maybe that’s a bit
Kevin Warsh Could Do Without More War
If the ceasefire between the US and Iran is indeed “over,” as Donald Trump declared
Fed Officials Stressed Inflation Risk At Warsh’s First Meeting
Much to the chagrin of Donald Trump’s new Fed chair, who’d prefer it if macro
Did The Bubble Just Burst In South Korea?
Did the bubble just burst? Just two weeks after clearing 9,000 in a move that
War Resumes As US, Iran Trade Strikes
The war’s back on. The IRGC on Wednesday struck US military installations in Bahrain and
Semis At Cliff’s Edge
In the wake of Samsung’s earnings report and, cutting to the chase, a selloff in
The Silver Lining
I’m beating the “latent semi selloff” drum pretty hard. I promise I’m not short. Seriously.
The Problem With Secret Weapons
If you were so inclined, you could draw a parallel between Donald Trump’s efforts, in
When An 1,800% Profit Increase Isn’t Enough
I’m not sure what would’ve counted as “good enough” from Samsung’s closely-watched quarterly report on
Sell The Semis, Buy The Hyper-Scalers?
“Wiiiilsooon!” That’s the only part of Cast Away I know. I’m not a Tom Hanks
Decent Service
Anyone unlucky (or junior) enough to be chained to a Bloomie the day after a
Mr. Market’s A Boring Guy
On summer days, the inherently repetitive nature of my hobby-job feels more oppressive than it
Board Games
Donald Trump still wants to commandeer the Fed board. In other words: The Supreme Court’s
Kevin’s Minutes
To say the macro docket’s limited in the new week would be an understatement. In
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