Tag: Business Views
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SoftBank’s next $100 billion underscores Ray Dalio’s AI warning
Skeptics of the artificial investment boom are doubling down. Billionaire Ray Dalio warned last week that the bubble was near its bursting point, while Michael Burry ... -
Elon Musk won’t break the AI-fueled debt boom
Elon Musk has been a mixed blessing for Wall Street. His mega-financing deals have generated lucrative investment-banking fees while reshaping global market dynamics. There are plenty ... -
Japan’s massive bond rotation is France’s nightmare
A great asset migration is taking place in Japan. Yet as investors reallocate their overseas capital from bonds to stocks and unwind yen-funded carry trades, they’re ... -
Worried about bonds? You’re missing the point
A friend close to retirement texted that she was concerned about the bond market. She’d been building out that fixed-income allocation over several years at her ... -
Why Oura and Whoop are bound for IPO glory
Smart money moves on so fast. The semiconductor stocks that ripped through the roof in the first half of the year are struggling to reclaim momentum. But ... -
Hong Kong’s low-tax lure is getting a reality check
Hong Kong’s competitiveness as a financial center is about to be tested. The low-tax haven has two opposing forces transforming its $5.4 trillion asset management industry, ... -
China’s cross-border crackdown smacks of Nasdaq envy
In a surprise move, China punished three brokerages for offering mainland investors access to overseas stocks without licenses, escalating efforts to control cross-border capital flows. The ...
