The only summary of the Binance and FTX drama that you'll need. A story about an epic clash of titans and the humiliating fall of a high-flying crypto…
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Let's discuss how Q3 earnings season is going so far and share our predictions on where the market is headed in the next few weeks.
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All signs point to a significant change in the fundamental structure of the world economy and markets. If so, here's how to protect and grow wealth in…
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Discussing why we're likely undergoing, and underestimating, a market regime change where easy money is gone and inflation lurks in every corner.
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The Fed's ongoing fight with inflation has caused the withdrawal of several major Marginal Buyers that have fueled the past decade's bull market. Here's…
Discussing the dire financial woes of Evergrande, China's second largest real estate developer. Is China's economy actually in serious trouble?
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In this week’s TLDR, we talk about China’s struggling real estate sector and the race by central banks all over the world to raise interest rates…
In this week’s TLDR, we talk about the Bank of Japan sacrificing the Yen, soaring wage expectations, and WeWork’s disgraced founder and former CEO Adam…
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Global central banking heads fired off dire warning shots at global equity markets during last week's Jackson Hole central banking conference. Here's…
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In times of uncertainty, investors look for safety. In practice, this means the market turns to Free Cash Flow. This article discusses Free Cash Flow…
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In this week’s TLDR, we talk about a rapidly cooling housing market, Amazon’s quest for a fifth source of growth, and the stubborn bearishness of hedge…
In this week’s TLDR, we talk about confusing macro-economic signals, a declining video game market, Amazon sucking up Roomba, and Ethereum’s major…
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