Weekly News Roundup (May 16, 2023)
Stay on top of the latest financial and economics news that are moving the markets. This article summarizes the latest news from May 8 to May 16.
Our Analysis
A U.S Debt Ceiling Primer: Pay Close Attention in the Coming Weeks
This is a primer on the U.S. debt ceiling. In this primer, we discuss the history of the debt ceiling, its significance and why you should keep a close watch on it in the coming weeks.
Weekly News Roundup (May 8, 2023)
Stay on top of the latest financial and economics news that are moving the markets. This article summarizes the latest news from the week ending May 7, 2023.
Taking stock: Latest Market Movers
In this article, I look at what has been driving the wild swings in the markets over the past week and reflect on how I should reposition my portfolio.
How the Economic Machine Works (Part 2): Debt Cycles
In part 2 of this multi-part series, we discuss the short-term and long-term debt cycles, their mechanics and the role that central banks and governments play in response to changes in economic activity.
How the Economic Machine Works (Part 1): Money vs. Credit
In part 1 of this multi-part series, I explore and discuss Money and Credit and their purposes in our economy. This lays the basic foundation to understanding the debt cycles, inflation/deflation and other macroeconomic issues that we hope to explore in the future.
The Short Squeeze (and Gamma Squeeze) and Why You Should be Concerned – a GameStop Case Study
In this article, I discuss the recent showdown between retail traders and Wall Street hedge funds, short squeeze, gamma squeeze and why you should be concerned about such trades.
What have Money Managers been up to?
In this article, I explore what hedge fund managers / other money managers have been up to recently.
Quick Thoughts on Nanofilm Technology IPO
In this article, I share my brief research on the Materials Deposition market, Nanofilm’s competitiveness in the market, and discuss my thoughts on Nanofilm Technologies’ IPO.
Intel troubles, AEM fumbles?
In this article, I discuss the latest developments in the PC / DC space, the troubles faced by Intel and how it affects AEM.
The article is split into two parts — a commercial review section and a financial analysis section.