Behind The Scenes Of Last Month’s Snapback Stock Rally
Market narration over the past month (and, really, over the past year) has revolved primarily
Market narration over the past month (and, really, over the past year) has revolved primarily
Crises have a tendency to shine a light on what, to laypeople anyway, are esoteric
It’s been a tough several days for… well, for pretty much everybody, really, except for
Meanwhile, in the Black Sea, two Russian fighter pilots had a little fun with a
Bank stocks were under siege Monday, for obvious reasons. On the off chance you haven’t
Russia launched hypersonic missiles, Iranian drones and nearly every other sort of projectile in its
The fundamental outlook for risk assets is challenging. One strong week for stocks (let alone
Just days after using the Munich Security Conference as a forum to deride the White
Russia lobbed missiles into Ukraine on Friday and attacked the country with drones which, sadly,
“They successfully took it down and I want to compliment our aviators who did it.”
In late April of last year, while unveiling Q1 results, Amazon foreshadowed an overcapacity problem
It’s been a bad year for crypto, to borrow Sam Bankman-Fried‘s deliberately understated description of
On Monday morning, while documenting the latest and most dramatic twist in the ongoing soap
For the better part of a dozen years after the financial crisis, central banks were
The Sam Bankman-Fried saga poses a dilemma for me. It’s a similar dilemma to that
China eased COVID restrictions on Wednesday. Again. Amid a rapid rollback of testing requirements across
[Editor’s note: Historically, I haven’t run many articles more than once, not because there aren’t
In November, we’ve seen mass layoffs, declining profit expectations and credit events. Lions, tigers, bears,
“I f—ed up.” So said Sam Bankman-Fried, on a call with FTX investors, many of
A palpable sense of “What now?” pervaded US markets Wednesday, when the combination of inconclusive
If I were a Tesla shareholder (and we all are in index funds), I wouldn’t
Janet Yellen is “very focused” on Treasury market functioning. That’s according to remarks delivered on
If you ever make the (perilous) decision to spend every waking hour immersed in the
An already convoluted outlook for markets was complicated further on Friday by a jobs report
This vulnerability defines a new phase of warfare: The freezing and seizing of assets by
There’s no shortage of debate around the relative wisdom of deploying draconian rate hikes to
The Fed needs to show some conviction this week. The June FOMC meeting is an
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