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Corbeau Martin Caldwell
Aug 11, 2026
Mortgage rates have climbed even as the Fed has held its benchmark rate steady.
Eliazar Marchenko
Jul 19, 2026
Margin debt has risen to a record $1.5 trillion, with borrowing rising far faster than stock prices. The rally may continue, but history suggests that excessive leverage tends to turn rapidly into a market downfall.
History & Parallels
Jun 10, 2026
SpaceX has an unmatched launch franchise and a rapidly growing Starlink network, with a reported $1.77 trillion valuation, but investors are being offered little room for this new space
Shaurya Grover
May 31, 2026
Intertek faces a problem: to accept EQT’s £9.2bn cash offer today or pursue a breakup that could unlock higher valuations tomorrow. The debate reflects a broader question of certainty versus potential in public markets.
Cayden Liu
SMBC’s growing partnership with Jefferies signals more than another banking deal. It is a strategic push to build a trans-Pacific investment-banking powerhouse capable of competing for the world’s largest mergers, financings and cross-border transactions.
Lilit Voskoff
Paramount’s $111bn victory over Netflix for Warner Bros. shows how aggressive financing and persistence can beat scale. David Ellison’s win reshapes Hollywood’s power balance and sets up a direct challenge to Netflix.
Judy Lin
May 21, 2026
Mastercard’s BVNK acquisition reflects a broader shift in finance that payment networks are preparing for a world where money moves directly between digital wallets rather than traditional bank accounts.
May 17, 2026
Private Credit poses a major risk to investors, but the current controls may also be the last thing that stops it from becoming another 2008-style crisis
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