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U-Turn
October 3, 2022 | The British government announced it will abandon part of its plans for controversial tax cuts that sent the country's currency and bond markets into a crisis.
Perfect Storm
September 30, 2022 | Today, we'll discuss why macro hedge funds are doing so well this year, how Apple lost $120 billion in market value yesterday, an escalation of the war in Ukraine, and understanding country risks when investing.
Low Morale
September 29, 2022 | Across the euro zone's three largest economies, indicators of consumer morale remain subdued, as high inflation shows no sign of retreating.
Volatility Vortex
September 28, 2022 | The Treasury market has endured recently its most extreme bout of turbulence since the Covid pandemic rocked markets globally in March 2020.
Big Mac Index
September 27, 2022 | The Big Mac, in a way, actually represents a meaningful, “bundle of commodities, labor, real estate, and productive assets” in its prices, according to the analysts.
Indian iPhones
September 26, 2022 | In an official company statement, Apple (AAPL) said, “the new iPhone 14 lineup introduces groundbreaking new technologies and important safety capabilities. We’re excited to be manufacturing iPhone 14 in India.”
Apex Spawners
September 23, 2022 | A “spawner” is a company with the necessary DNA to incubate new business ventures that have the potential to become massive growth engines. For this to happen, a company should expect many failures and take them in stride.
New World Order
September 22, 2022 | Who is Zoltan? As a macroeconomist and the Head of Credit Suisse’s Short-Term Interest Rate Strategy team, he’s an authority on the dollar’s outlook, especially given his recent musings on “Bretton Woods 3.0.”
Ingredients of a 100-Bagger
September 21, 2022 | Investing in one or two 100-baggers can be life changing. It’s worth it to take the time and energy to analyze the characteristics that Mayer says are common to companies with these kinds of returns.
The Big Review
February 8, 2024 | McKinsey has warned about 3,000 of its consultants that their performance was “unsatisfactory” and must improve. Otherwise, they could be removed from the company.
Burrito Season
February 7, 2024 | It’s never been easier to have Uber deliver your Chipotle order, and coincidentally, both companies reported earnings this week.
JPMorgan’s Love Affair
February 6, 2024 | Personal finance has gone digital, but JPMorgan didn’t get the message.
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