Sometime in the late aughts (after the GFC) I wrote a letter stating that private credit would one day be bigger than private equity. We are not there yet but getting closer. Private credit, like ...
Last year, consumers spent a record-breaking $994 billion on holiday shopping, according to the National Retail Foundation ...
US policymakers slashed rates to near zero after the 2008 financial crisis—and again during COVID. An “everything bubble” ...
Chris Reilly’s note: Today, Chris Wood tells me how big he thinks Nvidia (NVDA) can get by 2030, as well as what he’s expecting during the next phase of the artificial intelligence (AI) boom. Read on.
The CNN Fear and Greed Index hit “Extreme Fear” territory this week—or what you might call full-blown panic territory. Yet Brent Donnelly found something different when he surveyed ...
But it’s not just the building. The Fed itself is changing in ways that may make its future decisions even more inscrutable.
The National Institute of Retirement Security found that 66% of working millennials have nothing saved for retirement. This ...
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