Pimco CEO Manny Roman on Japanese Bonds and the Sell America Trade
Earlier this week, we saw something unusual happen in markets. The S&P 500 fell 2%, US Treasury yields rose, and the dollar simultaneously declined. This trifecta of market moves has rekindled talk of...
22 Jan 46min
Why the Tech World Is Going Crazy for Claude Code
In the AI industry, there's always a hot new thing. First it was ChatGPT. Then it was the image generators. There was the DeepSeek moment. In the latter half of last year, everyone was excited about h...
19 Jan 54min
Lots More on the Protests and Financial Crisis in Iran
One of the extraordinary elements of the civil unrest taking place in Iran is that it's almost impossible to know what's going on. There's a virtually complete news blackout, in part because of the go...
16 Jan 22min
How to Make Money From the Booming Demand for Energy
One thing we can all agree on is that demand for energy, and in particular electricity, is growing by leaps and bounds. But past that, there is going to be a debate about who is best positioned, and w...
15 Jan 51min
The Fight Over Fed Independence Just Got Taken To a Whole New Level
Even before Trump's victory in 2024, it was becoming clear that the Fed would come under political pressure like never before. The first year of the new administration bore that out. Not only had Fed ...
12 Jan 33min
Cullen Roche on the Art of Building a Perfect Portfolio
For a long time, you could make plenty of money and sleep easy at night with a simple 60/40 portfolio. You put 60% of your money in stocks and 40% in Treasuries. The stocks generally went up. The Trea...
12 Jan 54min
Greg Grandin on how the Monroe Doctrine Became the Donroe Doctrine
In some sense, the arrest of Maduro is nothing unusual. For over 200 years, the US viewed the entirety of the Western hemisphere as its legitimate domain for intervention. And of course, there's a lon...
9 Jan 40min
Here's What Could Happen to Venezuela's Messy $170 Billion of Debt
There are a bunch of questions right now about the future of Venezuela, and one of the big ones is what's going to happen to its circa $170 billion pile of debt. Some investors have been snapping up d...
8 Jan 35min
