Vices, Virtues, and a Little Humor: 30 Quotes from Financial History
uttu Why do smart investors repeat the same mistakes generation after generation? Because financial instincts — like fear, envy,…
Investment
Tariffs and Returns: Lessons from 150 Years of Market History
Trade tariffs are back — reshaping markets and raising critical questions for investors. In early 2025, the United…
The Downgrade Is Done. The Investor Response Is Just Beginning
For global investors and institutional asset managers, Moody’s downgrade of US sovereign debt is more than a symbolic…
Women in Alts: Leading with Inspiration, Intuition, and Impact
Women investing in alternatives aren’t just building wealth — they’re reshaping the future. With capital comes power, and…
Tariffs, Inflation, and Returns: How Investments Respond to Supply Shocks
Tariffs have reclaimed the economic spotlight. But with their timing and magnitude uncertain, investors are on edge. A…
Think We’ve Seen the Last +1,000-BPS High Yield Spread? Think Again
Some high yield market participants claim the days of +1,000-basis-point (bps) spreads are behind us. Citing improved credit…
Maladapted Industries: The Risk of Artificial Selection by the State
What happens when an industry survives not by producing products consumers desire, but by producing products governments desire?…
Currency Coordination Looks Riskier Today
The Taiwan dollar’s rapid appreciation in the second quarter led to speculation of a “Plaza Accord 2.0” —…
Private Credit’s Surge Has Investors Excited and Regulators Concerned
Private credit has rapidly evolved from a niche asset class into a dominant force in the global lending…
The Little-Known Credit Holding Up the Clean Fuel Market
For investors watching the energy transition unfold, the surge in prices of compliance credits known as D3 renewable…