Is it OK if We Print Another Trillion Dollars?
As the debt ceiling deadline creeps up the buzz for Quantitative Easing is also on the rise. It’s been 3 years since the Fed lit up their printers for 3 trillion dollars, what’s 1 more right?
The Core of Investing
The core fundamental concept of investing quietly determines so much in capital markets. It’s good to understand how these expectations and the psychology behind them drive capital markets, but it’s essential to understand how they influence your own work within those markets.
The Push for Price Controls
An economist at one of the largest investment banks wants price controls to stop corporate greed. I know that’s a sentence you’d never expect to read. It’s also a sentence I’d never expect to write.
Anatomy of a Report
Reports are the backbone of finance, so when a new big report about the commercial real estate market hinted at big trouble, markets responded immediately. But how are these reports made and why do they matter?
Citizens Valley Bank, Banking, and Risk
Now that Citizens Valley Bank has bought Silicon Valley Bank, analysts need to decide if Citizens just got tens of billions of dollars for free, or it’s taken on a toxic debt that will be its own demise. Sounds like an easy puzzle to solve, right?
The Good and Bad of the Financial Press
The Credit Suisse AT1 story is a complicated one with a lot of technical details that mainstream journalists either can’t or won’t get into. I can’t blame them! For your average reader who reads the news to get outraged, learning about contingent convertibles and bond covenants isn’t why you watch the nightly news. But if you don’t understand these details, you don’t understand this story.