Nov 20, 2025 Email from Matthew C. Klein (Subject: The “Sell America Trade”, QT, and Foreign Banks) Foreign-related institutions have shed approximately $400 billion in dollar deposits at the Federal Reserve since July, reducing their overall U.S. exposure. This reflects a shift with implications for the U.S. balance of payments.
Nov 19, 2025 Subject: Money Stuff: The SEC Opposes Shareholder Proposals Summary: This detailed analysis discusses the evolving landscape of Rule 14a-8 shareholder proposals, the SEC’s recent procedural shifts, government-sponsored enterprises (GSEs) Fannie Mae and Freddie Mac’s capital structure challenges, and some observations about market behavior and cultural influences on
Nov 18, 2025 I recently heard that global markets are experiencing some turbulence amid growing concerns about inflation and central bank policies. Investors seem to be reacting cautiously to the latest signals from the Federal Reserve, which hinted at the possibility of maintaining higher interest rates for a longer period
Nov 17, 2025 I recently heard that global markets have been experiencing a mixed reaction amid ongoing economic uncertainties. Investors remain cautious as central banks around the world continue to navigate inflation pressures, with the Federal Reserve signaling a potential pause in interest rate hikes while keeping a hawkish stance
Nov 16, 2025 I recently heard that global markets experienced mixed reactions amid ongoing concerns about inflation and central bank policies. Investors seem cautious as central banks, particularly the Federal Reserve, signal potential interest rate hikes to combat persistent inflation. This has led to increased volatility in equity markets, with
Nov 15, 2025 Subject: 💥 Investing Research & Market Analysis [November 10, 2025] Hello, Welcome back to the #1 finance newsletter! Today’s issue is packed with valuable advice to help you build wealth. Thank you for joining the 108,000 investors who trust this newsletter for insights on money, investing, and
Nov 14, 2025 Subject: Need to Know: Wells Fargo is Calling Time on Tech Stocks, Favors These Sectors Instead Summary: Wells Fargo Investment Institute has downgraded the S&P 500 Information Technology sector from favorable to neutral, citing elevated valuations and elevated expectations that increase the sector’s vulnerability to negative surprises.
Nov 13, 2025 Today I heard on the news that the stock market experienced a significant drop due to concerns about inflation and rising interest rates. The Dow Jones Industrial Average fell by over 600 points, while the S&P 500 and Nasdaq also saw declines. Investors are worried that the
Nov 12, 2025 Today, I heard on the news that there has been a significant increase in the stock market. The Dow Jones Industrial Average rose by over 500 points, reaching a new record high. This surge in the market can be attributed to positive news on the economic front,
Nov 11, 2025 Recently, I learned about the significant increase in Keppel stock, which has risen by 77% in the past 6 months and currently offers a 3.4% dividend yield. This has led investors to ponder whether to hold onto their shares, sell, or possibly even buy more. The performance