Sterling Tests the 1.35 Glass Ceiling
The 1.35 Resistance BarrierThe pound is gasping. Traders are watching the 1.35 handle like hawks. The recent labor data offers…
Category: Finance
The Davos Paradox of Hyper Connected Isolation
The Swiss Alps are quiet. The balance sheets are not. Davos is currently obsessed with a ghost. It is the…
The Outsourced Bio-Industrial Complex
The factory is dead. Long live the contract.Big Pharma is shedding its skin. The era of the integrated pharmaceutical giant,…
The Inauguration Bounce Faces Structural Gravity
The ticker tape is green. It feels unearned. On this January 20, the capital is awash in ceremony while the…
Netflix Stock Crash Exposes the Myth of Infinite Streaming Growth
The screen went dark. Los Gatos is bleeding. A 37 percent drawdown in Netflix shares has stunned the market bulls.…
Clear Street Filing Signals the End of Wall Street Legacy Tech
The S-1 is live. Clear Street is going public.The filing hit the wires late today. It confirms what the street…
Wall Street unwinds the regulatory state
The era of the heavy hand is overCapital is moving again. The friction is disappearing. Washington has signaled a retreat…
BlackRock Bets on the Blue Collar Renaissance
The Institutional Pivot to Hard AssetsLarry Fink is looking for welders. The world’s largest asset manager is no longer just…
Sterling Tests the 1.35 Resistance Barrier
The Pound is screaming. Traders are terrified.British Sterling hit a multi-month high against the Greenback this morning. The pair touched…
The Supreme Leader Bets On Tyranny To Stave Off Market Chaos
The Persistence of the Resistance EconomyThe Rial is bleeding. The central bank has no tourniquet. Ayatollah Ali Khamenei remains the…