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Monthly Archives: May 2023

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US Needs More Bank M&A. Somebody Pick Up the Phone

  • Post author:dmg@432.gr
  • Post published:May 23, 2023
  • Post category:Tricks/Uncategorized
  • Post comments:0 Comments

Deal activity among regional lenders has been lackluster in large part because of so-called social issues. Put more simply, few want to give up control.

Continue ReadingUS Needs More Bank M&A. Somebody Pick Up the Phone

Is the S&P FANG’d Out? Debt Isn’t the Only Ceiling

  • Post author:dmg@432.gr
  • Post published:May 23, 2023
  • Post category:Tricks/Uncategorized
  • Post comments:0 Comments

A breakout past 4,200 meets resistance as this rally’s dependence on the tech giants makes allocators nervous.

Continue ReadingIs the S&P FANG’d Out? Debt Isn’t the Only Ceiling

Japan Has Its Best Times Since Your Last Walkman

  • Post author:dmg@432.gr
  • Post published:May 22, 2023
  • Post category:Tricks/Uncategorized
  • Post comments:0 Comments

Corporate governance is far better and sustained growth may finally be here, but how high the sun rises this time depends much on the yen.

Continue ReadingJapan Has Its Best Times Since Your Last Walkman
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