Risk October 7, 2022 Is Credit Suisse the Next Lehman Brothers? That question’s the buzz on social media, but the ailing bank seems to have wherewithal to keep going.
Risk March 10, 2022 Are We Reprising the Rotten Aughts Market? Bespoke wonders if the past has something not so pleasant to teach us.
Risk February 28, 2022 Warning: Tossing Russian Banks From the International System Could Backfire Credit Suisse says removing the lenders from SWIFT may lead to problems similar to the 2008 and 2020 panics.
Market Drilldown February 24, 2022 Do Stock Buybacks Really Shrink Capital Spending? Thanks to soaring corporate cash, capex has improved lately, but share repurchases still overshadow it.
Market Moves April 5, 2021 Archegos Fiasco Was One of 3 ‘Near-Misses’ This Year, Says El-Erian Celebrated Allianz economist points to GameStop and hedge fund debacles as potential market torpedoes.
Market Moves October 28, 2020 Einhorn: The Tech Bubble Has Already Popped To hedge fund impresario, crazed IPO issuance, overvalued stocks, and nutty post-split advances speak of a peak: September 2.
Market Moves August 6, 2020 How David Einhorn Is Betting on Higher Inflation Hedge fund chief thinks a small amount of inflation is coming, so he goes for TIPS derivatives, among other plays.