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Jackson Wong, former head of Investors Intelligence, reads rates, currencies, policy and global capital flows — then shows you exactly what each macro shift means for your portfolio, and where the next opportunity is forming.
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A week, as the adage goes, is a long time in politics. Last week’s US mid-term election (Nov 4) dealt a severe blow to Trump’s administration. Going forward, the president’s modus operandi will likely differ drastically. One example is the…
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Read moreOne of the history defining IPOs is about to hit the market. Anthropic (proposed ticker: ANT ) haș fired the starting gun in its phenomenal journey into public hands, a mere five years after its founding. “ For the first time in history ,”…
Read moreFears of an impending AI implosion are gripping many tech stocks. Suddenly, AI companies found themselves besieged by plunging equity prices and rocketing borrowing costs. CoreWeave (CRWV), Nebius (NBIS) and a host of AI infrastructure…
Read moreIn a world of surging government bond yields, there is one country where yields are actually dropping. That’s China. Since 2023, the country’s bond yields have been falling non-stop. Last I checked, the Chinese 10-year bond yield fetches a…
Read moreWhile numerous headlines are screaming about the ever-higher government yields, seemingly the trend is losing a bit of steam. Very often when a trade is front-page news, it is near some inflection points. The short-bond trade is no…
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