Mar 25, 2025 | Markets
Inside the push to change how every American’s nest egg is invested and make private assets mainstream. Less than a week before President Donald Trump’s second inauguration, more than 30 money managers gathered on Zoom to strategize about how to pull America’s...
Mar 24, 2025 | Markets
Most of the following charts are from Wolf Street or the Kobeissi letter. Definitely follow those guys. Cratering Condos There’s no way to overstate how crazy US home prices have become. To take just one metric, the median US household income is $79,200, but it takes...
Mar 23, 2025 | Markets
The sense of gloom on Wall Street is putting pressure on some of the most committed backers of American exceptionalism: South Korea’s risk-seeking retail investors. These investors plowed $10.2 billion into US stocks and exchange-traded funds through March 20, a...
Mar 22, 2025 | Markets
US economic data are diverging wildly, fueling a debate over whether rising anxiety from President Donald Trump’s trade policies will push a moderating economy into a serious downturn. Surveys of sentiment among households and businesses, known as “soft data,” are...
Mar 21, 2025 | Markets
Never-ending market disruption is upending investment blueprints everywhere in 2025, while hitting sentiment across US stocks. It’s a backdrop Wall Street’s diversification-minded pros are ready to celebrate. In the grip of the tariff war, epic rotations out of...
Mar 21, 2025 | Markets
Speculative traders in the $7.5-trillion-a-day currency market turned bearish on the US dollar for the first time since Donald Trump won the US presidential election last year. Hedge funds, asset managers and other traders have amassed $932 million worth of bets that...
