On The Express with @calebsilver this week, @RobinWigg of @FTAlphaville on the ancient history of the modern bond market, based on his terrific new book “A Fabulous Debt”. Full interview with Robin on all pod platforms now. 🎙️💪💥
The autumn wind is blowing in and it's taking interest rates higher as the Federal Reserve boosted the overnight lending rate by a quarter point last week, as expected. Investors may be getting used to higher for longer interest rates and inflation as the stock market has been running in place for more than one month. It’s the bond market that everyone is focused on, and it’s the focus of Robin Wigglesworth’s new book, “A Fabulous Debt”. He joins The Express with the history of bonds and why they are so pivotal in the geopolitical tensions that define 2026. Plus, Warren Buffett steps down as Berkshire’s Chairman, but his legend continues.
nitter.net/i/broadcasts/1AKEmvWzA…
On The Express with @calebsilver this week, @LizThomasStrat pf @SoFi on why she's cool with a quieter Fed, and what #investors should really focus on.
Full convo with Liz on all pod platforms now. 🎙️💥
The Fed is expected to raise rates this week.
But what if the Fed just… doesn’t matter as much anymore?
Treasury yields, oil, AI spending, earnings, and margin debt may be doing more to move markets than the fed funds rate.
@calebsilver makes the case: investopedia.substack.com/p/…
On The @investopedia Express this week, @LizThomasStrat on whether Fed Policy matters as much as it used to. Full conversation and episode available on all platforms now 🎙️🔥💯
It's not just $NKE, the entire apparel sector is "not pretty" right now.
@calebsilver of @investopedia tells @JD_Durkin tariffs and slowing China sales are weighing on the whole space, with low consumer sentiment adding pressure and little on the horizon to motivate a turnaround.
$NVDA has cleared the midpoint on its own revenue guidance for 15 straight quarters.
@calebsilver of @investopedia tells @JD_Durkin new financing deals are raising circular financing concerns, worrying "old school investors" who preferred Nvidia when it was "just a massively awesome engineering company that made great chips."
My latest column on Substack @Investopedia .
I am in no way wishing that this happens. I just get worried when Wall Street's creative #financing gets too creative. As a longtime, highly satisfied #shareholder, I just miss the old @nvidia 😢
Read here: bit.ly/3Sv9zLx
The Knicks could soon have their own stock ticker: $MSGK.
James Dolan is moving toward separating the Knicks and Rangers into standalone publicly traded companies.
Investopedia EIC Caleb Silver (@calebsilver) explains why the move matters — and what “investing in the Knicks” would actually mean.
Winning pays. Literally.
The Knicks generated $182M in playoff revenue during their championship run — roughly $20M per home game.
@CalebSilver breaks down just how massive this run was for James Dolan and MSG.
Winning pays. Literally.
The Knicks generated $182M in playoff revenue during their championship run — roughly $20M per home game.
@CalebSilver breaks down just how massive this run was for James Dolan and MSG.