If you’re planning to invest in this year’s mega IPOs—like SpaceX, Anthropic, and OpenAI—you’ll definitely want to check out this chart shared by Josh Schafer on X.
As you can see, a ton of companies hit massive drawdowns during their first year on the public market. This list includes some of the biggest... 顯示更多 翻譯
After 15 years of massive buybacks, Alphabet just announced an $80 billion stock issuance. It’s just under a 2% dilution, so it’s not a big deal, but it’s a historic shift. Even though Alphabet basically prints money and has already raised billions in debt, they now need to dilute shareholders to keep... 顯示更多 翻譯
President Trump is telling everyone to "just sit back and relax," but that’s easier said than done with the attacks in the Middle East flaring up again. Israel is hitting Lebanon hard, which is the exact opposite of what Iran wanted before reopening the Strait of Hormuz.
At the same time,... 顯示更多 翻譯
This isn't 2008 all over again for mortgages, but take a look at credit card delinquencies over 90 days: we are nearing the peak of the Great Financial Crisis.
It is quite paradoxical that this is happening with the market at all-time highs, but I suppose this is one of the consequences of the... 顯示更多 翻譯
Why aren't markets crashing despite the looming energy crisis and historical low consumer sentiment?
There are several reasons, but one that I rarely hear discussed relates to social inequalities. Compared to decades ago, the top 0.10% of the US population holds an immense amount of wealth in terms... 顯示更多 翻譯
Over the past two decades, Hermès has dropped by more than 40% only three times: during the Great Financial Crisis, in 2022, and today. On previous occasions, the stock always rebounded aggressively over the following quarters. Clearly, this is no guarantee of future returns, but it’s a statistic in... 顯示更多 翻譯
With the release of the Ferrari Luce coming up on May 25, Ferrari is about to unveil the first fully electric vehicle in the history of the Prancing Horse. The wait is almost over, but investors seem fairly concerned about this historic shift from a company that built much of its identity around the... 顯示更多 翻譯
Oil prices are falling sharply following Trump’s recent statements suggesting that the war is nearing a resolution—or rather, Iran’s unconditional surrender.
The markets are reacting positively, but it is worth noting that what is happening is nothing new. Since the U.S. and Iran reached a ceasefire... 顯示更多 翻譯
U.S. Treasury yields surged as mounting inflation fears prompted investors to dump government bonds, driving borrowing costs higher on the expectation that interest rates will stay elevated.
The selloff pushed the 30-year yield to a 19-year high of 5.20%, while the benchmark 10-year yield jumped to... 顯示更多 翻譯
The last time (70s - 80s) the global economy experienced a period of high inflation, it lasted well over a couple of years. As you can see from the chart, the total period of high inflation included two waves of inflation, the second of which was more severe than the first. At the time, Fed Chairman... 顯示更多 翻譯
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