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
The Regulatory Blunder That Gave Us the Silicon Valley Bank Disaster
Whenever a major financial institution collapses and needs a bailout, it's easy to say, "Where were the regulators?" But that's only a useful question if you can pinpoint the specific regulatory choic...
16 Mar 202349min
Dan Davies On What Brought Down Silicon Valley Bank
Silicon Valley bank collapsed at record speed. And the world is still trying to figure out what went wrong? How did a bank with a strong history, a strong brand, and a fairly conservative investment p...
14 Mar 202333min
How the Federal Reserve Grew More Powerful Than Anyone Ever Imagined
In the short term, the Federal Reserve's job is straightforward. Raise or lower interest rates in order to meet its employment and inflation targets. But over the years, it has evolved to do a lot mor...
13 Mar 202344min
Companies Are Telling Us the Real Reason They're Still Raising Prices
The persistence of inflation is a bit of a mystery to economists. Many of the shocks of the last few years have faded. And the Fed has raised rates aggressively, with seemingly only a modest impact. S...
9 Mar 202340min
Coinbase CEO Brian Armstrong on the Two Big Challenges Facing Crypto
Crypto is facing two distinct, yet related problems. First, a bunch of people have lost money due to the decline in coin prices and the collapse of major firms, such as FTX. At the same time, regulato...
6 Mar 202344min
How Empty Land in the Arizona Desert Gets Turned Into Homes
Homebuilders have experienced major whiplash over the last few years. The pandemic originally caused them to slam the brakes on new development. Then the housing boom happened and they raced to catch ...
2 Mar 202341min
