Content
Two Definitions Of Bubbles
Article By:
Scott Sumner
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Monday, March 11, 2024 6:05 AM EDT
In a recent post, I pointed out that how we define words doesn’t matter when considering substantive issues. Thus whether addiction is defined as a mental illness should have no bearing on how we treat addiction.
Japan Avoids A Technical Recession, But GDP Disappoints
Article By:
ING Economics
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Monday, March 11, 2024 4:58 AM EDT
Japan's fourth quarter GDP was revised up to avoid a technical recession, and yet it still missed market expectations. We believe sluggish private consumption should remain a concern for the BoJ in order to change its policy direction.
Pairs In Focus - USD/CAD, GBP/CHF, Bitcoin, Gold, USD/JPY, NASDAQ 100, AUD/USD, WTI Crude Oil
Article By:
Christopher Lewis
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Sunday, March 10, 2024 9:16 AM EDT
Crude Oil eyes $80 level, AUD/USD tests 0.6650. Nasdaq 100 rebounds, USD/JPY drops on rate cut hints. Gold surges, Bitcoin remains bullish. GBP/CHF approaches 1.15, USD/CAD stays in consolidation.
Why The Survival And Dominance Of Car Manufacturers Is Far From Certain
Article By:
Vitaliy Katsenelson
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Sunday, March 10, 2024 7:03 AM EDT
Today EV sales account for a tiny rounding error of total global car sales. Let’s mentally transport ourselves to the late 1800s when the streets were still busy with horse-drawn carriages and the occasional passing automobile scared a horse or two.
Visualizing The Volatility Of The S&P 500
Is Bitcoin Really Gold's Replacement?
Article By:
GoldBroker
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Wednesday, March 6, 2024 7:31 AM EDT
Since the start of the year, we've seen a sharp rise in so-called "risk assets" such as tech stocks and cryptocurrencies. In this article, I'll explain the background to this meteoric rise.
In this article: BITCOMP
The Road Not Taken For British Finance
Article By:
Martin Hutchinson
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Wednesday, March 6, 2024 5:03 AM EDT
Jacob, Lord Rothschild, who died this week at 87, was mourned mostly as a philanthropist, his 1980s venture with Charterhouse J. Rothschild lost in the mists of time.
Will AI Be A Game Changer In Portfolio Management?
Article By:
Lipper Alpha Insight
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Monday, February 19, 2024 4:46 PM EDT
A lot has been said about the future perspective for portfolio managers with the increasing possibilities of artificial intelligence (AI).
Why Taxing Billionaires Won’t Reduce Taxes For The Middle Class
Article By:
Daniel Lacalle
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Sunday, February 18, 2024 11:51 AM EDT
The notion of taxing billionaires to alleviate the financial burdens of the middle class stands as a tempting narrative. Advocates tout it as the solution to income inequality, providing fair redistribution of wealth.
Surveying The Ecosystem Enabling Private Capital Market Success: A Spotlight On Advances In ‘Alternative’ Protein
Article By:
AllAboutAlpha
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Sunday, February 18, 2024 3:59 AM EDT
This brief explores the burgeoning ecosystem that has propelled the rapid increase in the availability and consumption of Alternative Protein.
Lyft Adds An Extra Zero Briefly Skyrocketing Shares
Article By:
Greg Feirman
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Wednesday, February 14, 2024 5:02 AM EDT
Lyft reported earnings after the close Tuesday and a typo in its report briefly sent shares soaring more than 60% before coming back to earth. It’s literally the funniest thing I’ve seen in my almost 20 year career in the investment business.
In this article: LYFT
Monitoring Turkey: Strengthening The Higher For Longer Signal
Article By:
ING Economics
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Monday, February 12, 2024 5:15 AM EDT
In its first inflation report release of this year, the Central Bank of Turkey kept its inflation forecasts unchanged. Newly appointed Governor Fatih Karahan repeated the pledge to maintain a tight monetary policy stance. f
Are Banks Beginning To Choke On Their Commercial Real Estate Exposure?
Article By:
Adem Tumerkan
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Monday, February 12, 2024 4:17 AM EDT
Last April I wrote about the mounting fragility in the commercial real estate sector. And specifically how exposed the smaller-medium banks were. A poor market and higher interest rates are all weighing on the sector and whoever financed them.
In this article: NYCB