Sanae Takaichi And The Yen Carry Trade
2026-02-10
In a blog last week titled Japan Is Normalizing: Risks To The Yen Carry Trade, we discussed Japan’s path to economic normalization and how it might affect a great source of global liquidity, the yen carry trade. A week after publishing the article, Japan had a stunning election. As a result, its new Prime Minister, …
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Eli Lilly Shares Boosted BY GLP-1s
2026-02-05
On Wednesday, Eli Lilly, the largest holding (15%) in XLV, the State Street healthcare sector ETF, reported earnings well above expectations, and its shares initially rose by 10%. Its fourth-quarter adjusted EPS of $7.54 easily beat the consensus estimate of $6.98. Further boosting Eli Lilly shares, its revenue surged 43% to $19.29 billion, almost $1.5 …
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2026 Economic Summit Recap: Where Investing, AI, and Digital Assets Converged
2026-01-28
The 2026 Economic Summit brought together forward-thinking investors, advisors, and industry leaders for two days of timely insights, candid conversations, and actionable takeaways on the future of money, markets, and technology. A Strong Start: VIP Pre-Event Mixer The event kicked off on Friday evening, January 16, with an intimate VIP Pre-Event Mixer. Attendees from all …
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