The Protectionist Tax Wall and the 2025 Liquidity Trap
This commentary explores the implications of tariff shocks.
Why the Secondhand Boom Cannot Save ThredUp From Its Own Balance Sheet
The secondhand market is evolving due to tariffs and AI.
The Great FedEx Divorce and the Thirty Billion Dollar Freight Gambit
FedEx plans a spinoff that may reshape its operations.
The Postal Service Death Spiral is Now a Logistics Power Vacuum
The USPS faces a significant financial crisis requiring urgent reforms.
The Portable Mortgage Myth and the Securitization Trap
Portable mortgages offer flexibility for homeowners and investors.
The Great Retirement Leakage is Quietly Evaporating Trillions in Wealth
The trend of 401(k) hardship withdrawals highlights financial vulnerabilities.
The Great Convergence is a Warning for Global Liquidity
Gold’s price movements are closely linked to stock market trends.
Sony Captures Top Engineering Talent as R&D Spending Reaches Record Trillions
Sony is recognized as the leading employer for engineers in the U.S.
The Trillion Dollar Fiscal Trap Waiting for the 2026 Midterms
Investors should monitor the upcoming congressional elections closely.
The Goldman Sachs Credit Expansion Mirage and the 2026 Liquidity Trap
Credit expansion is reshaping trading strategies in financial markets.