Ripping Through a Risk Reversal

A potential tariff truce between the U.S. and China has stocks hitting new highs around the world despite the ongoing government shutdown and a slowing labor market. The Fed may try to stem the slowdo...

27 Okt 202530min

Investors continue to climb over walls of worry and keep buying, even amid the latest concerns about regional bank credit risk, the prospect of even higher tariffs, and the third week of the governmen...

20 Okt 202541min

Volatility is back just in time for the October scaries as new tariff threats rattle investors just as the markets reached new record highs. Is this a re-do of the April selloff, or the beginning of t...

13 Okt 202545min

For nearly forty years, Chef Tom Colicchio has been one of the most dynamic innovators in the culinary world through his restaurant empire, “Top Chef”, his hit television series and his best-selling c...

6 Okt 202526min

The U.S. Government shutdown has done little to scare investors off of ‘Risk Mountain’, as stocks, Bitcoin and Gold are all at record highs. With no end in sight, at what point do investors stop belie...

6 Okt 202523min

The stock market defied its historical odds by surging in September despite concerns about a slowing economy, overvaluation, and tariffs. So what, if anything, can stop investors’ relentless bid on th...

29 Sep 202533min

The stock market rally has added $16 Trillion in market capitalization so far this year, and momentum is still in the drivers’ seat. What, if anything, can slow the rally down? Legendary Tech investor...

22 Sep 202535min

The future of the Federal Reserve’s independence will come into clearer focus this week as the central bank will likely lower interest rates for the first time since last December, potentially pacing ...

15 Sep 202531min