Stock for sale! Who wants some?! Equity supply’s a hot topic in 2026. Maybe you
Category: Markets
Have We Spent Enough On The Damn Chatbots Yet?
One of the biggest questions on investors’ minds in the back-half of 2026 asks if
Stock Chaos, FX Crash Put South Korea In Firefighter Mode
“Local officials have to rein this in somehow.” So said yours truly earlier this week,
Melt-Up Setup?
Is the stage set for a summer equity melt-up? That’s the question implicitly posed in
Goldman’s Stock Traders Hit The Jackpot
If you thought Q2 trading hauls at JPMorgan and BofA were impressive, wait until you
JPMorgan, BofA Enjoy Huge Trading, IB Windfalls
When you’re in the business of making markets and facilitating trades, volatility can be a
Why Stocks Are Uniquely Vulnerable To Fed Hikes
Earlier Monday, I mentioned that US equities could prove more sensitive to any rate hikes
South Korean Regulators Have Lost Control
Leave the local shares. Take the ADRs. One business day after celebrating the largest-ever debut
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
Did The Bubble Just Burst In South Korea?
Did the bubble just burst? Just two weeks after clearing 9,000 in a move that
Semis At Cliff’s Edge
In the wake of Samsung’s earnings report and, cutting to the chase, a selloff 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
Mr. Market’s A Boring Guy
On summer days, the inherently repetitive nature of my hobby-job feels more oppressive than it
The Cost Of Leverage
I like to kick off articles with a question, and there’s no question I enjoy
Booms, Bonanzas And The iShock
Early last month, I spent a few minutes editorializing around the historical relationship between capex
Metareflexive
I guess I’m a little confused. I hear every day that demand for compute’s insatiable
Push It To The Limit
Vibe check: 80s coke parties in Miami. Or tech stocks 1999. Those are basically the
How Important Is Micron?
How important is Micron? That depends on the context for the question, but currently, the
Honor’s In The Dollar, Kid
27% if you can believe it. I guess whether you believe it depends on what
Who’ll Buy All The Stock?
“Who’ll buy all the debt?!” So goes the overwrought interrogative whenever the discussion turns to
Weekly: Hyper-Drag
Why are stocks struggling, where that just means struggling to make new(er) highs? Don’t answer
The Most-Asked Question, The Most Important Charts
The most-asked question in my inbox over the past two weeks is… well, to be
‘Daddy Needs A New Pair Of Shoes!’
Another day at the casino. Another circuit breaker in the wild, wild east. On Friday,
You must be logged in to post a comment.