Silk & Yield
Finance
Niche corners of finance, explained plainly. How value is built, held and passed on.
Finance
Korea’s Chip ETF After Samsung’s $80 Billion Quarter
EWY is almost half Samsung and SK hynix. That is the attraction, and the risk.
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Finance
Stocks at Records, Bonds at 2002 Levels: Wall Street’s Odd Couple
Finance
India’s Record Foreign Exodus, and the Case for Patience
Finance
SpaceX, Four Months In: What the Analysts Now Say
Barclays starts at Overweight with a $254 target. The skeptics point to valuation, control and a thin float.
Finance
Isaias and Hormuz: Oil’s Two-Front Squeeze
A hurricane shut more than 70% of US Gulf output on Friday. Brent settled at $104.72.
Finance
Chile’s Copper Shortfall Gets a Strike
Finance
The Quiet Winner of the Rate Hikes: SGOV
Finance
ASML, ASMI, STMicro: Europe’s Chip Names Into Earnings
Finance
Gravel and Toll Roads: What London’s Big Stock Pickers Bought
Finance
Ackman Buys the Tollbooths: Inside Pershing Square’s Second Quarter
Visa, Mastercard, S&P Global and Netflix arrived at once. Tepper and Druckenmiller moved in other directions.