16 March 2023
💵 They Have To Cut Rates, This Is Out Of Control
Now that we're calming down, back to business. More hikes, less guidance. Data-dependent central banks and more tightness
14 March 2023
💵 Why The Fed's Always Wrong
Blame the Fed if you want to be boring and live your life in a dark cave of ignorance
10 March 2023
💵 The MILF at Silicon Valley Bank
How a MILF took down "the go-to financial institution for startups"
09 March 2023
💵 Why China's Grand New Plan Doesn't Matter
Ooooh a brand new plan for China - haven't heard this one before! Growth engine? No. Stagnation...
07 March 2023
💵 Risk Free? There's No Such Thing
Everyone's heard the saying "if it sounds too good to be true, it probably is". Yet in financial markets we talk about 'risk free rates' as if they're actually real. What's the deal?
03 March 2023
💵 Buying Cheap, Selling Expensive
Selling NVIDIA, buying a fertiliser company. It's a terrible idea but we're doing it anyway...
28 February 2023
💵 Howard Marks Is At It Again
Back in 2007BL (Before Lehman) Oaktree was raising capital to buy distressed assets. Now they're stacking cash for leveraged buyouts...
27 February 2023
💵 Scared of Nuclear? Nah, Time To Build
Are we (finally) on the brink of a nuclear revolution?