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Friday, 9 June, 2023

Style
Check yourself — why I love madras cloth
In an era of tasteful neutrals the preppie staple offers a way to break out
Friday, 9 June, 2023

Unhedged
Stress at the edges Premium content
Plus more on liquidity and hedging
Thursday, 8 June, 2023

UnhedgedMarkets
Will markets have a liquidity crunch? Premium content
Only if the Fed doesn’t blink first
Wednesday, 7 June, 2023

UnhedgedMarkets
The SEC is wrong about crypto exchanges Premium content
But not for the reasons the exchanges think
Tuesday, 6 June, 2023

Unhedged
In markets, something comes of nothing Premium content
And big tech is not all the same
Monday, 5 June, 2023

UnhedgedMarkets
The debt markets see no evil Premium content
And the ECB sees some evil, in shadow banks
Friday, 2 June, 2023

US employment
Wages are not driving inflation (much) Premium content
So don’t freak out about the jobs report
Thursday, 1 June, 2023

US equities
Big Tech, narrow market Premium content
And the power of a well-connected board
Wednesday, 31 May, 2023

Unhedged
Discounters get discounted Premium content
Lower-income consumers are closing their wallets
Tuesday, 30 May, 2023

Working It podcast20 min listen
The post-pandemic workplace: what to wear?
Workwear for the new work-life
Tuesday, 30 May, 2023

Unhedged
Citigroup: cheap or hopeless? Premium content
Another look at a perennial value play
Friday, 26 May, 2023

Life & Arts
The world wobbles; the luxury industry strides on
The imbalance between the very rich and the rest leaves the world a poorer place
Friday, 19 May, 2023

Unhedged
The labour market’s little cracks Premium content
And more on the big-box retailers
Thursday, 18 May, 2023

Unhedged
The immobile market Premium content
And a bad idea for the FDIC
Wednesday, 17 May, 2023

UnhedgedMarkets
Retail’s painful transition Premium content
And high-yield: not scary, but not tempting
Tuesday, 16 May, 2023

Unhedged
The consumer wobbles, a bit Premium content
And more on Uber versus Airbnb
Monday, 15 May, 2023

UnhedgedUS equities
Growth stocks win again Premium content
And more on the debt ceiling
Friday, 12 May, 2023

Unhedged
The Fed’s job gets harder Premium content
And Uber vs Airbnb
Thursday, 11 May, 2023

UnhedgedMarkets
Inflation inflection Premium content
A noisy report with an encouraging signal
Wednesday, 10 May, 2023

UnhedgedProperty sector
Why homebuilders have rallied Premium content
Plus the dollar and the debt ceiling
Tuesday, 9 May, 2023

Unhedged
The US consumer is not ready to quit Premium content
Price elasticity of demand? Maybe next year
Monday, 8 May, 2023

UnhedgedEquities
Why Buffett prefers cash Premium content
And the China rally that wasn’t
Friday, 5 May, 2023

Unhedged
The slow-burn bank panic Premium content
And the (bad) shipping news
Thursday, 4 May, 2023

UnhedgedFederal Reserve
The Fed: no secrets, no promises Premium content
And Uber is still just a taxi company
Wednesday, 3 May, 2023

Unhedged
Bank runs are different now Premium content
And the FDIC’s loan to JPMorgan