This weekend’s must-read comes from Kopin Tan, who left the US last year as part of Barron’s new push to court the burgeoning stock market investor class in China. His timing could not have been better, it turns out, with a massive bull market in Chinese now underway after years of stagnation. Chinese stocks have…

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…the trends reverse. Crowded trades get unwound and popular bets get taken to the woodshed. The story you’ve told yourself has been told so many times that there is no one on the other side. “Oil is dead money at best” and “The euro is headed to parity and beyond with the dollar” and “biotech…

I’m really looking forward to this Monday’s 20th Annual Ira Sohn Investment Conference.

This morning the markets are shocked thanks to a year-over-year gain in US salaries and wages of 2.6%. The ten-year Treasury yield is now up almost 10% over the last four days. I was at a BlackRock iShares conference last week where Morgan Stanley’s economist Ellen Zentner predicted almost this exact number and reaction: Ellen…

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Twitter’s the ultimate “belief” story – you either think it will be one of the most import and influential media platforms on earth or you don’t. If you are a believer, then you accept the lumpiness inherent in a fledgling ad model that hasn’t yet been proven and the nonstop impossible comparisons to the honor…