Blackstone's King of Hedge Funds on Alt Investing Right Now
Everyone knows by now that college endowment funds have gone big on alternative investing, pouring billions of dollars into private equity and hedge funds. But that investing model now seems to be und...
1 Touko 202547min
Some of America's Most Important Economic Data Is Decaying
Gathering official economic data is a huge process in the best of times. But a bunch of different things have now combined to make that process even harder. People aren't responding to surveys like th...
30 Huhti 202547min
What We Learned About Treasuries on the Night of April 8
When stocks are plunging in a typical market environment, people reach for safe haven assets like US Treasuries. But we've seen that phenomenon break down more and more. It broke down in a sustained w...
28 Huhti 202543min
Lots More on How TikTok Options Traders Got Quiet
Over the last few years, retail traders have gotten into options in a major way. Selling puts, buying calls, trading volatility — what used to be the domain of niche experts engaged in practical hedgi...
26 Huhti 202521min
Anna Wong: Empty Shelves Are Coming Soon
If you look at most of the official hard data right now, there still isn't much evidence of a sharp downturn. Sure, all the surveys are abysmal, but the actual measures of economic activity are ok. Bu...
25 Huhti 202523min
David Woo: What Trump Started is Worse Than a Trade War
For the most part, Americans haven't felt much pain yet from the tariffs that Donald Trump introduced (and then partially walked back) on April 2. The damage is highly visible in financial markets, bu...
24 Huhti 202545min
Big Take: What a Bacon, Egg and Cheese Teaches Us About the Economy
When it comes to measuring economic pain, the cost of a humble breakfast sandwich might not be top of mind. But Bloomberg has an index that tracks the rising cost of a bacon, egg and cheese sandwich, ...
23 Huhti 202520min
This Is What President Biden's CHIPS Office Actually Did
One of the stated goals for the current trade war is to build more industrial capacity in the United States. So far there doesn't seem to be much of it happening. In fact, all of the manufacturing sur...
23 Huhti 202544min
