What Commercial Real Estate Stress Means for Banks and Bond Funds
In the last month or so, two macro risks have become top of mind for investors. One is the stability of regional banks. The other is the weakness in the commercial real estate market. On some level, t...
10 Apr 202347min
Nassim Taleb on What Bitcoiners, Anti-Vaxxers and Deadlift Maxis All Get Wrong
Nassim Taleb has never been shy about expressing his viewpoints on a wide range of topics. But lately he's been getting into verbal tussles with people who have long looked up to his wisdom. Whether i...
6 Apr 202355min
The NYC Landlord Who Says the "Golden Age" of Being a Landlord Is Over
For the most part, being a landlord, particularly in a major city, has been a good business to be in. Rents historically just go up — as do property prices. And there are multiple other ways to make m...
3 Apr 202341min
Matt King Sees a $1 Trillion Liquidity Drain Heading for Markets
One of the big mysteries in markets right now is why risk assets rallied so strongly into the new year even as policymakers were adamant that they would continue to go hard on inflation by raising rat...
30 Mar 202336min
Betsy Cohen On Tech Investing and How SVB Failed Banking 101
The tech world is in a precarious moment. Valuations are down. The IPO window seems shut. SPACs are a thing of the past. And the industry's pre-eminent bank just went bust. So what now? Where are the ...
27 Mar 202340min
Is It Time For Public Checking Accounts at the Fed?
When Silicon Valley Bank failed, the government stepped in and guaranteed that all accounts — even those well above the FDIC threshold for deposit insurance — would be made whole. So now people are wo...
23 Mar 202342min
Where Stress Is Showing in the $20 Trillion Commercial Real Estate Market
Markets are suddenly on edge due to strains in the financial system. But banks aren't the only source of stress. Pockets of the commercial real estate market — which is worth around $20 trillion — are...
20 Mar 202343min
What the Dramatic Boom in Zero-Day Options Means for Stocks
Zero- and one-day options give investors the ability to bet on the daily moves of the S&P 500. In recent months, both big institutional investors and retail traders have gotten in on the action, creat...
17 Mar 202353min
