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The private credit boom
As regulators continue to worry about big and small banks, a lot of midsized companies are turning to private credit for loans. These loans are issue…
2 years, 8 months ago
Getting inflation wrong
Last week’s US inflation numbers were surprisingly low, a very moderate 3 per cent. That could be due to an increasing supply of workers and goods. A…
2 years, 8 months ago
The 2023 Unhedged stock draft
Seven stocks are powering the market: Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla. How will they do in the second half of this year? E…
2 years, 8 months ago
Why the bond market matters now
The bond market dwarfs the stock market. But for more than a decade, equities have been the subject of conversation, and returns. Now that has flippe…
2 years, 8 months ago
Harry Markowitz found a free lunch in finance
Markowitz, a titan of finance who won the 1990 Nobel prize in economics, died last month. He showed, in a mathematically rigorous way, that diversifi…
2 years, 8 months ago
Will empty offices hurt the US economy?
The persistence of working from home, the rise in interest rates, and job cuts in finance and tech all spell trouble for the owners of office buildin…
2 years, 9 months ago
Does Japan’s stock market rally have legs?
Japanese stocks have been on a tear this year. There are a few reasons for this: Japan looks better than lots of other places, Japanese monetary poli…
2 years, 9 months ago
What’s going on with car insurance?
Car insurance costs in the US have shot up by 23% in the past 18 months, dwarfing the overall rise in inflation. What exactly is happening? And what …
2 years, 9 months ago
Why investors hate this bull market
On paper, it’s a strong market. The S&P 500 is up more than 14 per cent this year. But for professional investors, it’s confusing. Most of the gains …
2 years, 9 months ago
Why investors hate this bull market
On paper, it’s a strong market. The S&P 500 is up more than 14 per cent this year. But for professional investors, it’s confusing. Most of the gains …
2 years, 9 months ago