Central Banking

The Two Shocks to America’s Workforce
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Corbeau Martin Caldwell

Apr 15, 2026

AI driven layoffs and immigration crackdowns are hitting the labor market at once. As white- and blue-collar jobs disappear, weakening consumer confidence threatens the spending that underpins the American economy.

Selling Banamex at a Discount
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Diego Rosario

Mar 30, 2026

Citigroup’s planned divestment of Banamex reveals a stark valuation gap, with offers far below peers. A future IPO may recover value, but weak market depth, regulatory overhang and investor skepticism make the outcome far from certain.

The New Corporate Guillotine: How One Email Can End a CEO
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Shaurya Vohra

Nov 15, 2025

One activist email can now do what used to take a full proxy war: topple a CEO. With record campaigns and the Universal Proxy Card turning every board seat into open combat, corporate governance has become faster, louder, and far more ruthless than ever before.

The Congressman Betting Against America: What Tim Moore's TZA Trades Really Signal
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Eliazar Marchenko

Sep 10, 2025

[This is a test article] As Vice Chairman of the Financial Services Committee, Tim Moore helps set the rules for America’s markets. He is also betting millions that those markets, and the small businesses they support, are about to fail.

Beijing’s Property Gamble: What Investors Are Really Betting On
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Eliazar Marchenko

Aug 31, 2025

[This is a test article] Beijing can move markets with decrees, but it cannot rewrite the fundamentals dragging the economy down.

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