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Dimon’s cockroach… is it a start??
Dimon’s cockroach… is it a start?? Today, I’m writing with a little bit of a heavy heart. I was thinking that we need to monitor the private equity market, including the minutes of the FOMC meeting. It feels like that’s starting today. And JPMorganization’s cockroach theory, as I mentioned in my essay on the 10th…
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small banks in the U.S. However, the
I said I’d talk about cockroaches separately, but it was a day where cockroaches became a problem. There seems to be a renewed sense of anxiety about small banks in the U.S. However, the problem is– some of it is triggered by small banks themselves, but also the insolvency of private equity loans that have…
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Markets closed lower on worries about
Markets closed lower on worries about insolvency in regional banks and fears that too much liquidity had flowed into illiquid assets as the stocks of the two companies fell because of insolvency at Zion Bank and Western Alliance. Coincidentally, the news followed by comments by Chairman JP Morgan Dimon on Tuesday that a cockroach was…
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Trump pushes again for end of Russia-U.S.
1) USD-Won falls amid Korea-U.S. trade agreement expectationsLast night, the dollar-won (REGN) exchange rate closed around 1,417 won, down about 5 won from the previous day. The KOSPI surged and the won was relatively strong as optimism in trade negotiations between South Korea and the U.S. has emerged. Expectations have grown that the $350 billion…
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The real reason JPMorgan is pouring in $1.5 trillion
💰 The real reason JPMorgan is pouring in $1.5 trillion “National security values determine corporate prices… birth of strategic asset markets” 🔄 End of 40-year financial capitalism Wall Street, which used to believe in efficiency, has changed 180 degrees. JPMorgan has announced that it will invest $1.5 trillion in U.S. strategic industries over the next…
