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Category: Investing Ideas

Intel, TikTok, and a US Sovereign Wealth Fund: What It Means for Investors
Investing Ideas

Intel, TikTok, and a US Sovereign Wealth Fund: What It Means for Investors

[ad_1] What could a US sovereign wealth fund mean for markets and investors? It could alter the balance between state…

by Trade r edarTAugust 21, 2025
DeFi-ing the Rules: Five Opportunities and Five Risks of Decentralized Finance
Investing Ideas

DeFi-ing the Rules: Five Opportunities and Five Risks of Decentralized Finance

[ad_1] In the Star Wars universe, the Force is a mystic energy field generated by living beings that penetrates all…

by Trade r edarTAugust 21, 2025
The Next 75 Years: Will Generalists or Specialists Prevail?
Investing Ideas

The Next 75 Years: Will Generalists or Specialists Prevail?

[ad_1] To generalize or specialize? From the vantage point of 11 June 1947, when four financial analyst societies joined forces…

by Trade r edarTAugust 21, 2025
Nuclear Conflict: Why We Must Consider the Risks
Investing Ideas

Nuclear Conflict: Why We Must Consider the Risks

[ad_1] In the wake of Russia’s attack on Ukraine, the risks of nuclear conflict have become clearer both inside and…

by Trade r edarTAugust 21, 2025
The Private Capital Wealth Equation, Part 2: The Economics Variable
Investing Ideas

The Private Capital Wealth Equation, Part 2: The Economics Variable

[ad_1] What makes financial capitalism so compelling is the idea that modern fund managers fully participate to the upside of…

by Trade r edarTAugust 21, 2025
The Equity Advantage: Reinvestment of Earnings
Investing Ideas

The Equity Advantage: Reinvestment of Earnings

[ad_1] Equities can compound in value in a way that investments in bonds, real estate, and other asset classes cannot:…

by Trade r edarTAugust 21, 2025
Asset Owner Perspectives: Building Investment Organizations Fit for the Future
Investing Ideas

Asset Owner Perspectives: Building Investment Organizations Fit for the Future

[ad_1] What can the larger investment community learn from how asset owners are thinking about and building their multi-generational, long-horizon…

by Trade r edarTAugust 21, 2025
Cochrane and Coleman: The Fiscal Theory of the Price Level and Inflation Episodes
Investing Ideas

Cochrane and Coleman: The Fiscal Theory of the Price Level and Inflation Episodes

[ad_1] “The current inflation episode is just the kind of event that the fiscal theory of the price level can…

by Trade r edarTAugust 21, 2025
Book Review: The Price of Time
Investing Ideas

Book Review: The Price of Time

[ad_1] The Price of Time: Interest, Capitalism, and the Curse of Easy Money. 2022. Edward Chancellor. Atlantic Monthly Press. Few…

by Trade r edarTAugust 21, 2025
The Fed Isn’t Bluffing: The Real Threat of an Upside-Down Depression
Investing Ideas

The Fed Isn’t Bluffing: The Real Threat of an Upside-Down Depression

[ad_1] “Shortly after October 6, 1979, [US Federal Reserve chair Paul Volcker] met with some chief executives of medium-sized firms.…

by Trade r edarTAugust 21, 2025

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