Archive

PE-Backed Companies Are Hiding Behind Debt

It may not happen immediately... but this trend could make the downturn a lot worse.

CRE's Game of Chicken Couldn't Last Forever

A lot of CRE is at or near distressed levels...

Don't Get Comfortable in This Tech-Driven Market

Investors are completely ignoring the warning signs coming out of almost every industry...

Bet Like Chinese Millionaires

It seems there's something about China that millionaires don't trust...

Nvidia Is Not Invincible

No semiconductor company has ever sustained these kinds of returns...

• NVDA

Tech Investors Need a Reality Check

This is a perfect recipe for tech valuations to start falling...

Japan Is Tackling Its Labor Woes With Robots

Decades of sluggish growth are finally catching up with Japan...

• ROK

Don't Get Excited as Corporate Borrowers Cave

We saw a refinancing scramble in January...

China Is Racking Up Doubters

Fears of China overtaking the U.S. are irrational...

Desperate Times Are Back Again

These situations crop up whenever times get tough...

• AER
• AIG