Stablecoins and Treasuries: A Fragile Funding Link Investors Can’t Ignore
An underappreciated corner of crypto is shaping US government debt markets. Stablecoins, a type of cryptocurrency designed to retain a…
Category: Investing Ideas
Blockchain in FX and Remittances: From Pilot to Portfolio Impact
New US regulatory clarity is unlocking blockchain’s potential beyond theory. From tokenized collateral in Foreign Exchange (FX) trading to stablecoin…
Rights Without Power: Why the Put Bond Failed
Puttable bonds are often described as the mirror image of callable bonds: equal in theory, opposite in structure. Yet in…
Higher Interest Rates: Some Hedge Fund Strategies May Benefit
Where are rising interest rates a good thing? With inflation at 40-year highs, the US Federal Reserve lifted its target…
Book Review: The Financial Crisis of 2008
The Financial Crisis of 2008: A History of US Financial Markets 2000–2012. 2021. Barrie A. Wigmore. Cambridge University Press. Barrie…
Hedging the Interest Rate Hiking Cycle
Where is inflation going? US inflation hit 8.5% in March and is now at a 40-year high. COVID-19–related supply chain…
Why Invest in Stocks? – CFA Institute Enterprising Investor
Aren’t They Risky? Many financial pundits assume so, and in terms of volatility and the risk of permanent principal impairment,…
How Technology Enhances Investor Trust
Trust, in some form, is at the center of all financial transactions, and technology can enable and enhance that trust.…
The Private Capital Wealth Equation, Part 1: The Controls Variable
Investment performance is assessed on a risk-adjusted basis. But with financial markets growing ever more competitive, private capital fund managers…
Lessons in Behavioral Bias: The COVID-19 Equity Markets
The stock markets over the last two years have been variously nerve-racking and exhilarating depending on who you ask and…