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Trading Desk: Hunger Games For The Media Stocks

Welcome back to the boardroom, where the only thing thinner than the profit margins is the skin and loyalty of shareholders. If you thought the streaming wars were over, think again. We’ve entered the “Mega-Merger” phase, where the big fish aren’t just eating the little

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Trading Desk: Bring On The Warsh

When the White House announced that Kevin Warsh had received the nomination to succeed Jay Powell as Fed chair, risk markets pulled back. Once again, the Goldilocks crowd that demands nothing short of perfection seemed disappointed. But critics who say the real problem with Warsh

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Trading Desk: Diversification Or “Debasement?”

If you thought global markets were just grappling with a little overbuying indigestion, think again: Ray Dalio of Bridgewater piped up from Dubai to warn that the stakes just got significantly higher and that we are currently teetering on the edge of a full-blown capital

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Trading Desk: More Fed Drama

If you’ve been watching the latest season of “Capitol Hill versus Central Bank,” you know the writers are really ramping up the tension. The protagonist, Federal Reserve Chair Jerome Powell, recently dropped some advice for his successor that felt less like a retirement toast and

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