Topic
financials
Everything our editor has picked under this tag, best first.
credit The Next Financial Crisis Isn’t In Banks. It’s In Insurance & Private Credit | Nick Nemeth
Nick Nemeth argues private-equity-owned insurers’ leveraged private-credit and CLO holdings could trigger annuity-surrender runs without a federal…
The Monetary Matters Network
financials How The Federal Reserve Could Shrink Trillions From Its Balance Sheet | Darrell Duffie
Federal Reserve balance-sheet runoff needs lower bank reserve demand to avoid losing rate control and destabilizing repo markets.
The Monetary Matters Network
ai The Reverse Crash: Why the S&P 500 is Headed Straight to 10,000 By 2027 | Erik YWR
Erik YWR forecasts the S&P 500 at 10,000 by 2027 as inflation lifts nominal assets, AI earnings accelerate and banks and exchanges regain momentum.
The Monetary Matters Network
financials The Secret to Investing Like Substack & FinTwit's Top Researchers
Plutus automates execution of independent researchers’ global model portfolios while tailoring allocations to investors’ risk and return needs,…
The Monetary Matters Network
financials The Priority Technology Situation
Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher offer.
Nat Stewart - Stock Picking Newsletter