Latest Insights on DERM

When Rates Rise, It’s Time to Bounce on Banks June 11, 2019 Great Stuff In the day, we sweat it out on Wall Street, in a runaway bull-market dream. At night, President Trump tweets about mansions of glory and interest-rate-cutting machines. In his latest series of tweets, Trump is stepping out over the line. “The Fed interest rate is way too high, added to ridiculous quantitative tightening. They don’t […]
Ain’t No Party Like an Alibaba Party… May 28, 2019 Great Stuff ’Cause an Alibaba party don’t stop. Raising $25 billion on the New York Stock Exchange (NYSE) in 2014 wasn’t enough for Alibaba Group Holding Ltd. (NYSE: BABA). BABA needs more bling. Over the weekend, Bloomberg reported that Alibaba is working to raise $20 billion in a second listing in Hong Kong later this year. According to the […]
The Great Walled-Off China May 16, 2019 Great Stuff The U.S.-China trade war has spawned a growing wall between the two countries. OK, it’s not really a wall. It’s more like a chain-link fence with lots of holes … and an unlocked gate … but that’s not the point! In addition to tariffs on $200 billion in Chinese imports, President Trump has added Huawei […]
