World
I May Be Short Stocks, But I'm Long Humanity
Planet Earth has had a hell of a first half. I just don't see it getting better in the second half.
Indonesia's Currency: Asia's Best, Worst and Best Again
The Indonesian stock market has rallied sharply since May 20, and the rupiah is turbocharging Indonesian assets with an extra 15% kick. But is the country opening at exactly the wrong time?
U.S.-Listed Chinese Stocks Open Secondary Escape Hatch in Hong Kong
NetEase is the second Chinese company to launch a secondary listing in Hong Kong. It is unlikely to be the last.
Market Highs, Zoom's Blowout Quarter, Trading Thoughts
The market continues to rise despite numerous negative catalysts, while Zoom beat all earnings expectations and guided higher.
China Gloats Over U.S. Chaos But Faces Curbs on Access to Capitalism
Scrutiny of overseas listings and corporate purchases by Chinese companies is set to intensify.
Watching Price Action, Pfizer Selloff, Trading Thoughts
Taking a chunk of Pfizer during this selloff, while Amazon has raised $10 billion in mixed-maturity debt and all eyes are on the government's response to civil unrest in the U.S.
Rioting in the Streets, Retail Response, Trading Thoughts
Let's hope that the violence subsides, the valid voices of peaceful protesters are heard, and the lack of social distancing protocols does not lead to a resurgence in the spread of the virus.
Hong Kong's 'Special Status' Removed -- Don't Buy the Rally
Hong Kong stocks are sharply higher on Monday, but any rally is likely to be brief.
Hong Kong Drags Global Stocks Lower and Awaits U.S. Response
The Hong Kong treason law is knocking global markets. It's unclear how staunchly Western powers will defend the city's freedoms, and risk damaging China ties.
China Tensions, Ring the Register on Zscaler, Trading Thoughts
As the president's press conference on China approaches, there is ample reason for some risk-off behavior. Meantime, Zscaler's earnings beat is a good time to take a profit.