media

Top 5 ArticlesAllianz will repay investors in its collapsed structured alpha funds over $5 billion after having admitted they lied about the modelled performance of...

My top five articles across the month are: Reliance Industries has outfoxed Amazon by taking employees and store leases from a nearly bankrupt Indian retailer. Supply...

Top 5 ArticlesWhilst American politicians love to talk about bringing drug prices down, Mark Cuban is starting a business that will actually deliver it.Seven weeks ago...

Top 5 Articles15% of S&P 500 companies have a price to sales ratio over 10, more than double the peak in 2000.A study found that fund manager experience correlates...

Top 5 ArticlesThe US government is penalising savers with the largest negative real bonds yields in 40 years. In 1982, Kuwait had the third largest stock market in the...

In this wire, I take a look at investor psychology (why, for example, we’re at that stage of the cycle where amateur investors see lucky idiots making huge returns and...

Top 5 ArticlesHow Evergrande’s financial problems could spill over into banks, insurers and the Chinese stock market. Tesla has the same market capitalisation as the...

In an investment era that feels likely to be defined by the rise and rise of cloud software platforms and iterations of the ‘as-a-service’ recurring revenue model,...

Top 5 Articles The tweet that sums up investing in 2021. As a result of the eviction moratorium, some American landlords are demanding 6 months of rent upfront. ...

Top 5 ArticlesHow “the bezzle” temporarily inflates GDP in euphoric times before reversing in a downturn. A Westfield mall in California had its valuation slashed by...

A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed.Individual American investors are...

A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Druckenmiller: “I can’t find any period...

A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Short sellers have been pulling back,...

A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed.American margin debt is continuing to...

A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Citibank’s market sentiment indicator...

The diagram below, showing the traditional newspaper value chain, is from the ACCC’s Digital Platforms Inquiry Report. It illustrates the control traditional print...

A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed.There’s more S&P 500 stocks trading at...

A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. US equity markets smashed the record...

A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Finance Small fund managers are...

A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Finance An American shopping mall CMBS...