Real Estate Valuations Face a Brutal Reckoning
The Floor is GoneCheap money is a ghost. The era of zero interest rates has been replaced by a grinding…
The Floor is GoneCheap money is a ghost. The era of zero interest rates has been replaced by a grinding…
The desert does not forgive weakness. Capital flows where it is safe. Dubai is the bank of the storm. As…
The Bio-Identical Dairy Dream Meets Market RealityThe capital is gone. The bioreactors sit idle. Silicon Valley promised us cheese without…
The virus is jumping. Markets are sleeping. While equity traders obsess over the Federal Reserve’s terminal rate, a more visceral…
The Ghost in the MachineCapital follows the path of least resistance. On May 8, Morgan Stanley signaled that the path…
The Illusion of Broad Market StrengthThe index is screaming. On May 7, the S&P 500 touched another intraday record. Retail…
The High Stakes of Global Trading PartnershipsThe ink dried on the ThinkMarkets and Liverpool FC contract nearly five years ago.…
Trust is a commodity. Right now, the market is short. The World Economic Forum released its latest directive this morning,…
The morning bell rang with a hollow thud.European equities are in full retreat. Washington has issued a fresh ultimatum. As…
The music is still playing. Investors are dancing. David Rubenstein is looking for the exit. The Carlyle Group co-founder recently…