Latest Articles
Meta Is Reportedly Building a Cloud Business to Rival Amazon and Microsoft — and a Way to Make Its Massive AI Bet Pay Off
For months, the knock on Meta Platforms (NASDAQ: META) hasn't been its business. It has been the bill. When management raised its 2026 capital expenditures guidance in April to a range of $125 billion to $145 billion, shares sank on the news. And heading into...
Wall Street Bets Rallying Markets Will Absorb Every Market Blow
Wall Street is kicking off the second half of 2026 with fresh conviction: shrugging off one shock after another, markets are set to grind even higher. A diversified portfolio of stocks, bonds and commodities just posted its strongest first-half return since 2021...
Private Credit Keeps $14 Billion Trapped in Bid to Outlast Storm
Ahead of reporting their second-quarter results, private credit managers acknowledged a sobering reality: The redemption wave engulfing the $1.8 trillion market was unlikely to abate swiftly. Now, as the last half of 2026 gets underway, direct lenders are realizing...
UK Consumer Loan Default Gauge Jumps to Highest Since 2009
A gauge measuring Britons defaulting on credit cards and other unsecured loans has hit its highest level since the financial crisis, a sign of growing pressure on household finances. The proportion of lenders saying default rates rose over the previous three months...
Hong Kong Wealth, Fund Assets Reach Record $5.4 Trillion on Inflows
Hong Kong’s assets under management climbed 20% to a record HK$42.2 trillion ($5.4 trillion) last year, a sign that the city’s prolonged attempt to become a wealth management hub is bearing fruit. The increase was fueled by a 193% jump in net fund inflows to HK$2.1...
Michael Burry’s Short Call Dents Caterpillar’s AI-Fueled Rally
Caterpillar Inc. stock slid from a record high Wednesday after Michael Burry, made famous in The Big Short for his bets against the US housing market ahead of the 2008 crisis, said he shorted the industrial heavyweight for the first time. The call comes as the...
MOTM Apr 04, 2026
https://share.vidyard.com/watch/4r74o8cJ2tpg1eK8L9wMywIn This Session - Apr 04, 2026: -Private Credit Bubble discovered and why will soon implode, Bigger risk than AI bubble to burst markets! -This week's guests include management of Michael's four adolescent...
MOTM Mar 28, 2026
https://share.vidyard.com/watch/LmTGC59cXwbp5wmfBiHMp3
MOTM Mar 21, 2026
https://share.vidyard.com/watch/rXeRZ5q5TtradHrmfZ24sC
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