Axios Capital: Inflation’s a good problem to have
In this week’s newsletter: Inflation, moats, deer, concrete, NFTs, and much more.
View ArticleAxios Capital: Green investing activates
In this week’s newsletter: The impact of ESG investing; Hong Kong’s status as a financial center; the future of trading shares in private companies; the Texas two-step; and much more.
View ArticleAxios Capital: Mega-cap mega-growth
In this week’s newsletter: Fast-growing giants; the return of the debt ceiling; why Europe leads in sustainable investing; the CFA exam pass rate; plentiful jobs; and much more.
View ArticleAxios Capital: Pay no attention to economists
In this week’s newsletter: The post-pandemic economy; the uselessness of economic forecasts; the rise of BNPL; how banks are failing at anti-racism; Robinhood goes meme; and much more.
View ArticleAxios Capital: Crypto submits to regulation
You’ll have to scroll past a very famous and very scary chart before you reach other stories on crypto, stablecoins, lawyers, bankers, and much more.
View ArticleAxios Capital: Don’t try to be a bank
In this week’s newsletter: How crypto can’t resist the lure of regulatory arbitrage; corporate fraud; women’s degrees; El Salvador; rising credit scores; and much more. All in 1,469 words, a...
View ArticleAxios Capital: Bad education
In this week’s newsletter: More companies get into financial literacy philanthropy; crypto regulation; the USDC carry trade; China’s flex on Macau; and much more.
View ArticleAxios Capital: Moar brinkmanship
In this week’s newsletter: $35 experiences, debt-ceiling unknowns, Evergrande, revolving doors, and more.
View ArticleAxios Capital: 🖼️ Big art money
In this week’s newsletter: A dive into why Masterworks is worth $1 billion; a cheap new DAF platform; South Dakota’s tax-haven status; and much more. All in 1,738 words, a 6.5-minute read.
View ArticleAxios Capital: Fossil watch
In this week’s newsletter: Just when you thought the COVID-19 crisis was abating, a new crisis emerges. Plus: Experimental macroeconomics, the minimum wage, the quit rate, “transitory,” the IMF’s...
View ArticleAxios Capital: Unstonk
In this week’s newsletter: Companies that do badly before they do well; the fall of stonk mania; Netflix gets caught by surprise; the Texas two-step; and much more.
View ArticleAxios Capital: Control-shift-delete
In this week’s newsletter: Controlling shareholders; wealth taxes; allegations about the S&P 500; the Theranos sales pitch; and much more.
View ArticleAxios Capital: Biden vs. inflation
In this week’s newsletter I look at what Joe Biden wants from his Fed pick. I’ll also cover misery; mortgages; household wealth; EV valuations; corporate break-ups; Sweetgreen; shenanigans at...
View ArticleAxios Capital: Cryptophilanthropy
Most of this week’s newsletter is devoted to charity and philanthropy in this week containing Giving Tuesday — although there is also an item on payment for order flow.
View ArticleAxios Capital: The last bastion of delirium
This week, I’m zooming back a bit to take stock of where the markets find themselves at the end of an insanely tumultuous 22 months. Also: The debt ceiling, the antiquities trade, T+1 settlement, and...
View ArticleAxios Capital: This is not an exit
All-stock transactions in private companies; insider trading; NFTs of paintings; the stock-market reaction to the latest COVID-19 wave; and much more.
View ArticleAxios Capital: ⛈ Inflation and “intolerable suffering”
The real victims of global inflation; biodiversity; my robo-bio; and much more.
View ArticleAxios Capital: Don’t predict
This week’s newsletter covers all the pitfalls of economic forecasting, and more.
View ArticleMarkets Weekend: Saving the planet
This week, I’m talking monetary policy, of course. And a bit of crypto. But first, ESG.
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