Data Centers, Housing, and the Hidden Real Es...

Verizon stock suffered its worst single day since 2002 after reports of SpaceX planning a U.S. wireless network sent shockwaves through the entire telecom sector. When a disruptive space-based competitor threatens the core business model of trillion-dollar incumbents, the structu ...  Show more

The Supreme Court is hearing a major case involving Intel's 401(k) plan and the inclusion of private funds, with the justices' questions suggesting a potentially landmark ruling on what fiduciaries owe retirement savers. The outcome could reshape how millions of Americans' retire ...  Show more

The Federal Reserve has spent more than a decade buying up government debt as part of a post-2008 program to support the economy, also known as quantitative easing. Now with inflation reaching record highs, those days are over, and a new era of quantitative tightening is emerg ...

The Federal Reserve recently began shrinking its massive balance sheet, unwinding trillions of dollars worth of bond purchases that it started making during the depths effort to offset the effects of the Covid-19 pandemic. It's not the first time that the Fed has undertaken 'quan ...  Show more

The US government bond market appears to be out of step with CPI, a booming economy and money printing by central banks - what gives? We review two Federal Reserve officials explain that QE is very, really, super powerful (and that's why the bond market signals are haywire).</ ...