Jamie Dimon Says Private Credit Will Perform Far Worse Than Average

JPMorgan Jamie Dimon warns that calm private credit markets can hide risks that emerge when the cycle turns.

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Contra Corner Cruisin' For A Bruisin', Part 2

In Part 1 we showed that the traumatic 2008-2009 Great Financial Crisis and recession had essentially been for nought. That is, the sky-high PE multiple of 28.4...

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Earnings Analysis: US Exceptionalism

While headlines are focusing on geopolitical conflict and mixed macroeconomic data, the S&P 500 has powered to new highs, on the back of exceptional earnings, i...

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SEC's Atkins touts coordination with CFTC

Securities and Exchange Commission Chair Paul Atkins said Friday that his agency and the Commodity Futures Trading Commission are working together to usher in a...

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Crypto-to-AI Trade Still Has Momentum

The CoinShares Bitcoin Mining ETF (WGMI) is up more than 80% year-to-date and has more than quadrupled in value over the past year.

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