Trump post costs stocks $2 trillion in single day
The unraveling shows the sway the president's one-man trade policy still has over the fate of the global economy.| CNBC
The unraveling shows the sway the president's one-man trade policy still has over the fate of the global economy.| CNBC
Siegel told CNBC's "Squawk Box" that the U.S. should create a rare earth minerals reserve as rising trade tensions threaten global supply chains.| CNBC
The .1 Refugee Crisis, the Mega-Trend that's already started.| Praetorian Capital
Last month, I chose to strip away all the hubris around AI and ask one simple question, one that oddly no one had really bothered to ask; how much revenue is needed to justify the current level of capex spend and give AI investors a return on their capital?? I clearly hit a nerve in […] The post An AI Addendum appeared first on Praetorian Capital.| Praetorian Capital
I’ve been at this investing game a long time. Long enough to see cycles repeat themselves, cycles that I literally thought I would never again see. Yet in finance, everything repeats. You just need to keep your discipline and recognize things for what they are. Let’s take a step back and start with a bit […] The post Global Crossing Is Reborn… appeared first on Praetorian Capital.| Praetorian Capital
I like to think of myself as an aggressive investor. I rarely hedge, and I rarely take my net exposure down below 100. More ideas than capital is how I like to run things; then I press the accelerator through some moderate leverage. Therefore, I find it somewhat odd that I’m writing to you today […] The post Taking My Ball And… appeared first on Praetorian Capital.| Praetorian Capital
Liberation Day became Liquidation Day. I’ve noted a few times now, that MAGA is decidedly not bullish US equity prices. In fact, in my year-end posting, I mentioned that for the first time in ages, I was buying downside protection—even shorting individual names. In the days leading up to, and immediately after, Liberation Day, I […] The post They’re Gonna Choose To Run It Hot… appeared first on Praetorian Capital.| Praetorian Capital
I’m an absolute return investor. I recognize that benchmarks exist, but I also largely ignore them, as I don’t expect my returns to be particularly correlated with any of them. It’s nice to know how others are doing, but it’s also irrelevant to my own investing process. However, every so often, benchmarks matter, and then […] The post The Reallocation appeared first on Praetorian Capital.| Praetorian Capital
I started following financial markets during the Asian Financial Crisis. I remember the Fed stepping in as LTCM detonated, and I instantly understood the moral hazard of saving financial institutions from their own stupidity. I watched as the Fed panicked over the Y2K non-crisis, only to blow the internet bubble to stratospheric heights. Since then, […] The post The Wheels Fall Off… appeared first on Praetorian Capital.| Praetorian Capital
Friends, Back in March, I wrote a piece about looking for deep value opportunities, driven by changes in market structure. At the time, I noted that pod shops were creating unusual mispricings in equities, as they were operating with a valuation agnostic framework, only chasing rate of change: “In my realm of value investing, I’m […] The post What’s Driving Stocks appeared first on Praetorian Capital.| Praetorian Capital
I’m writing to you from Zurich, after attending the World Nuclear Association (WNA) meeting a few days ago in London. Last year, the meeting took place in the context of a high $50s (per pound) spot uranium price while this year’s meeting took place with a spot price closer to $80. Normally, a positive return […] The post U Need to Focus on Term appeared first on Praetorian Capital.| Praetorian Capital
Borders are open and freedoms are eroding. Taxes are increasing to fund the nanny state. Those with capital are fleeing… Kuppy and global investor Swen Lorenz team up for a 2-hour sweeping discussion and Q&A about the causes of HNW migration and their thoughts on how to benefit from this trend. Originally filmed on August […] The post The .1% Refugee Crisis Webinar Replay appeared first on Praetorian Capital.| Praetorian Capital
Last year, Bank of America and Citigroup made similar disclosures, saying that estimates of their own future income differed from the Fed's results.| CNBC
Investors should be more deliberate with their portfolios amid uncertainty and the shift in the relationship between stocks and bonds, BlackRock said.| CNBC
The ongoing Synapse bankruptcy mess has exposed the risks in a corner of fintech that grew in prominence during a boom in venture investment.| CNBC
Some 40% of Americans would struggle to come up with even $400 to pay for an emergency expense. Just how are so many Americans so short on cash? Blame debt.| CNBC
TIP747: JOHN NEFF: THE VALUE INVESTOR WHO QUIETLY CRUSHED THE S&P 500 W/ KYLE GRIEVE TIP747: JOHN NEFF: THE VALUE INVESTOR WHO QUIETLY CRUSHED THE S&P| The Investor's Podcast Network
10 Lessons I've Learned Along The FIRE Journey| Tawcan
Here's what prediction markets are pricing in for the outcome for the Fed's rate decision, July jobs report and Trump's trade negotiations next week.| CNBC
The Wall Street researcher has more confidence "that key catalysts for Dynatrace's business are gaining momentum, coupled with a favorable model setup."| CNBC
CNBC Pro spoke to financial advisors and investment experts, who came up with three types of portfolios that cater to investors with different risk appetites.| CNBC
November Recap and December Outlook| My Feed Title
In working with our clients, we find that estate planning is often one of the most rewarding financial tasks to tackle. It’s hard to think about it, but our clients find that going through the process of building a clean, creative plan provides security, peace of mind, and a chance to think through leaving a legacy. | My Feed Title
Market volatility has many investors concerned, no matter where they are on their financial journey. Headlines and statement balances create panic, and often the need to “do something.” The feeling that markets are out of control, so reeling your portfolio back in – or selling it off – are common reactions to help regain a sense of equilibrium. | My Feed Title
With one 25 basis point rate hike in place, the Fed is already indicating that at the May Federal Open Market Committee (FOMC) meeting, the key short-term interest rate will jump substantially. In recent remarks, Federal Reserve Chairman Powell said the Fed would be "moving a little more quickly." The first 50 basis point hike in 22 years is the start of the new timeline for how high rates will likely get and when. | My Feed Title
After hitting one record close after another in 2021, the stock market responded to geopolitical uncertainty, spiking inflation, and the prospect of a much more aggressive Federal Reserve by dropping – a lot. | My Feed Title
The world of digital assets—cryptocurrencies, NFTs, and decentralized finance—were the hottest topics of 2021. Should you include them in your investment plan? There’s a lot to unpack, so before putting money into digital assets start by asking a few key questions.| My Feed Title
*“Nature abhors a hero. For one thing, he violates the law of conservation of energy. For another, how can it be the survival of the fittest when the fittest keeps putting himself in situations where he is most likely to be creamed?” – Solomon Short (David Gerrold’s alter ego, a Star Trek writer)| My Feed Title
In today’s fast paced ever evolving world, fintech startups have gained significant attention from investors. We’ve completely changed how money is perceived, exchanged and traded. Many new entrepreneurs come up with revolutionary ideas to change and take this revolution even further, however it is not possible without securing the right type of funding. This blog| MarkupTrend
CNBC calculated how much well-known holdings rallied between when Trump posted and session highs.| CNBC
FINRA said it fined Robinhood $57 million and ordered the stock trading app to pay nearly $13 million in restitution to thousands of clients.| CNBC
Foundation was started in April by Synapse CEO Sankaet Pathak, Tribe Capital CEO Arjun Sethi, and LeBlanc, cofounder of Cobalt Robotics.| CNBC
People plan to trim spending on food, driving and vacations to keep up with inflation, according to CNBC + Acorns Invest in You survey.| CNBC
Mike Santoli breaks down the 21-month old bull market.| CNBC
Bitcoin is not expected to retest its record until later in the year, but data shows this correction could get uglier before a recovery begins.| CNBC
Synapse is a middle man between customer-facing fintech brands and FDIC-backed banks, but it has had disagreements about how much in customer balances it owed.| CNBC
The missing funds explain what is at the heart of the worst meltdown in the U.S. fintech sector since its emergence after the 2008 financial crisis.| CNBC
Banks including Goldman Sachs and Morgan Stanley are testing A.I. internally, but JPMorgan may be the first to release a GPT-like product directly to customers.| CNBC
