18% in 60 Days: Are US Neo-Tech Names Pricing in a 2030 That Doesn’t Exist? 🧨
The rally started as these things often do: quietly, then all at once. By mid-February, a basket of what analysts…
Day: December 9, 2025
FedNow Liquidity Glitch Triggers Hidden Dollar Squeeze—Crypto Stablecoins Feel Burn
The recent FedNow liquidity glitch has sent ripples through the financial landscape, revealing a hidden dollar squeeze that many investors…
Hidden Treasury Repo Spike Signals 200 bps September Hike—Dollar Gains 2% After-Hours
The recent spike in the Treasury repo market has sent ripples through the financial landscape, hinting at a potential 200…
AI Boom Meets 6% Policy Rate—Venture Burn Rates Double Overnight, Late-Stage IPO Window Slams
The year 2025 has ushered in a new era of financial turbulence, one that is marked by the dual forces…
Muni Exodus Week 11: Rich AAA 10-Yr at 92% Treasuries—Smart Money Front-Runs the 2025 Tax-Hike Headlines
As we dive into the eleventh week of what can only be described as a municipal bond exodus, the numbers…
Hidden $400 bn Short-Dollar Debt—EM Corp Refi Window Slams Shut
The recent surge in the U.S. dollar has unveiled a hidden layer of complexity within emerging market (EM) corporate debt,…
YCC Sneak Tweak Spikes 10-yr JGB to 1.25%—Global Bond Rout Goes Viral
In a world where central banks are often seen as the guardians of financial stability, Japan’s recent adjustments to its…
Meta Ad Revenue Jumps, but 30% Comes from Chinese E-Commerce—Geopolitical Time Bomb?
In the ever-evolving landscape of digital advertising, Meta Platforms Inc. has recently reported a significant surge in its advertising revenue,…