Michael Howell, founder of CrossBorder Capital, is one of the most followed global liquidity...
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The Dollar Narrative Has Turned
Months ago, the financial headlines were littered with stern warnings that the dollar was...
Forward Guidance: R.I.P
Fed Chair Kevin Warsh used his first major public appearance, a panel at the ECB’s annual...
The Yen At 40-Year Lows: Should You Care?
As shown below, the Japanese yen has fallen to levels not seen since the late 1980s. (Note the...
Debt Versus Equity: SPCX Bucks The Trend
Three weeks ago, we wrote A Supply Tsunami Is Coming. The article discussed why the world’s...
AI Memory Chips Spark Inflation Worries
Last week, Apple raised prices on certain products, citing rising costs of AI memory chips. In a...
Alphabet Joins The Dow Jones Industrial Average
Starting this morning, Alphabet will replace Verizon Communications in the Dow Jones Industrial...
Micron: The AI Memory Supercycle Rolls On
Micron left little doubt that the supply-demand equation is grossly out of balance for AI memory...
Earnings Growth Today But At What Cost?
A recent article by the Wall Street Journal entitled Turbocharged Earnings Are Pushing Stocks...
Greenspan Passes But His Put Lives On
Alan Greenspan, the Federal Reserve chairman from 1987 to 2006, died on Monday at the age of 100....