The Long View: Leverage and Korean Contagion
Leveraged ETFs tracking Korean chipmakers liquidated $6 billion in shares this week. This mechanical unwind reveals a deeper market fragility.
Leveraged ETFs tracking Korean chipmakers liquidated $6 billion in shares this week. This mechanical unwind reveals a deeper market fragility.
Apollo caps private credit fund withdrawals, signaling rising redemption pressures.
Current market valuations, especially for growth names, show a mispriced risk. Unprofitable companies will face a reckoning as capital remains expensive.
Cotopaxi is launching a new luggage line with a repair-led model, challenging traditional planned obsolescence.
SpaceX's IPO triggered unusual ETF arbitrage flows, revealing market inefficiencies.
Analysts predict the Singapore dollar will strengthen against the US dollar.
Diplomatic friction at the Lake Lucerne Summit signals persistent instability.
Three Indian supertankers re-emerged in the Gulf of Oman, signaling a tentative traffic uptick.
A potent El Niño will drive global weather volatility, impacting commodity prices and insurance premiums. Smart investors can find opportunities.
The lying flat phenomenon affects labor supply and consumer demand. China's GDP growth is driven by exports, but domestic demand remains weak.