Gary Brode and Mark Rossano look at what now for the fed after last week’s rate decision. Is contagion just going to be limited to US banks or could the demise of Credit Suisse just be the tip of the iceberg and they look at the possibility of other industries and companies that could have … Read more
The Everyone Fails Again Version Bank failures, bank depositor bailouts, forced bank bailouts, CFOs who can’t evaluate risk, and bank risk managers who aren’t even trying to do their jobs. It’s the 5 Things to Know – Failure Edition! DKI continues to applaud intern, Dylan Kogan, who again makes a strong contribution to this week’s … Read more
The Higher for Longer – Plus Faster Version Jerome Powell does his version of the Six Million Dollar Man telling Congress rates will be higher for longer, and faster than many hoped. A stronger than expected economy continues to disappoint asset gatherers hoping for a return to bubble valuations. DKI continues to applaud intern, Dylan … Read more
This post originally appeared on March 7, 2023 This morning Jerome Powell spoke in front of Congress, and added to his usual talking points that the Federal Reserve would keep rates higher for longer. Today, noting the strong economic growth and low unemployment, Powell added that the Fed might accelerate rate increases. People have been … Read more
Macau Gaming is Strong, Fed Struggles to Slow Economy Outside Real Estate, And More Crypto Fallout Lots of varied news this week. Again, we congratulate DKI Intern, Dylan Kogan. Every week his contribution to the “5 Things” grows. Fantastic to see a college student become a meaningful contributor. 1) Macau’s GGR Exceeds Expectations: Macau’s gross … Read more
This post originally appeared on February 27, 2023 Panel Introduction: I was fortunate enough to be one of the speakers at last week’s Strategic Investment Symposium at the College of Charleston. Mark Pyles is running a fantastic program there and the students I met are being well-prepared. My segment was called “Products vs Ingredients” and … Read more
