If Tech Blows Up, What Then?

"The 'path to victory' for the S&P 500, if it loses the Tech sector, runs straight through Financials and Industrials. The former needs the yield curve to steepen.. the latter could really use some good news on the trade front .."

  • Jul 30, 2018 5:32 PM

Which Companies Generate the Highest Revenue Per Employee?

This report ranks the companies by Revenue Per Employee (RPE) to explore how efficiently the companies utilize human capital. Energy and Healthcare are high on the list, while Industrials and Consumer Discretionaries perform the worst.

  • Jul 10, 2018 11:45 PM

Frontrunning: July 9

  • Trump Takes a Final Look at Choices for Supreme Court (WSJ)
  • Here's How a Trade War Between the U.S. and China Could Get Ugly (BBG)
  • U.S. Exporters Will Be a Surprise Loser From Tariff Fight (WSJ)
  • Trump's trade war splits a Missouri county (Reuters)
  • Jul 9, 2018 8:39 AM

Aadhaar, Skynet, & Death-By-Glitch

How Aadhaar would be used for real-time assassination in future via "targeted delivery" of Hellfire missile from a Predator drone stalking you until death based on a glitch...

  • Jun 25, 2018 10:25 PM

Frontrunning: June 15

  • Trump Hits China With Tariffs, Vows More If It Strikes Back (BBG)
  • Trump announces 25 percent tariff on Chinese technology (Reuters)
  • Merkel's government frays as migrant row festers in Germany (Reuters)
  • Trump Insiders Seek Pardon for ‘Junk Bond King’ Michael Milken (BBG)
  • Jun 15, 2018 8:55 AM

Frontrunning: June 11

  • U.S.-Canada Trade Feud Escalates After Fraught G-7 Summit (WSJ)
  • Stocks, euro climb as calm in Italy overshadows chaotic G7 (Reuters)
  • Singapore Summit: U.S., North Korea Huddle in Last-Minute Talks (WSJ)
  • Art of the Foreign-Policy Deal: Trump’s Tactics (WSJ)
  • Jun 11, 2018 8:38 AM

Raúl Ilargi Meijer: This Is The End Of The Euro

"Sometimes it takes a little uproar to reveal the reality behind the curtain...Both countries, Italy perhaps some more than Spain, would long since have seen collapse if not for the ECB."

  • May 26, 2018 8:00 AM

SocGen Slashes Trader Bonuses By 25%

We had been wondering for the past few months why SocGen turned surprisingly sour on the S&P in late 2017 and early 2018. We now may know the answer: Societe Generale has cut bonuses for its traders by as much as 25%.

  • Mar 16, 2018 5:05 PM

Frontrunning: February 13

  • GOP’s Silence on Deficits Under Trump Marks Turnabout (BBG)
  • Investors start looking abroad (Reuters)
  • Cold War Rivals Risk Direct Conflict in Syria (BBG)
  • Ex-Prosecutors Take Frustrations With Trump to the Campaign Trail (WSJ)
  • Amazon’s Latest Ambition: To Be a Major Hospital Supplier (WSJ)
  • Feb 13, 2018 8:31 AM

What Wall Street Thinks About The Impact Of Trump's Tariffs

While President Trump’s decision to slap tariffs on imported solar panels and washing machines has a limited immediate market impact in Asia, it will probably have bigger implications on the region’s trade and economic outlooks, according to various analysts.

  • Jan 23, 2018 8:19 AM