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Thyagu Adinarayan

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By Thyagu Adinarayan January 29, 2025 5:40 pm
Markets

Not just Nvidia — stop overdosing on US stocks: Opinion 

Are we inadvertently making the Americans richer and the world poorer by piling into US stocks?
5 Min Read
US stocks
By Thyagu Adinarayan, Noorhan Abusamra January 23, 2025 8:02 pm
Markets

Musk says Stargate’s funding doesn’t add up. Is he right?

We took a look at the math…
4 Min Read
Stargate
By Thyagu Adinarayan January 16, 2025 9:30 pm
Macro

RIP: Hindenburg’s final bombshell after eight years of disruption

The median loss for stocks Hindenburg targeted? A jaw-dropping 71%.
4 Min Read
Hindenburg Research website displayed on a laptop screen and Adani logo displayed on a phone screen are seen in this illustration photo taken in Krakow, Poland on February 2, 2023
By Thyagu Adinarayan January 13, 2025 1:51 pm
Markets

Risk-free is sexy again. Why chase stocks when cash can pay 5%? 

The 5% problem means it’s a sell-the-rally > buy-the-dip market.
3 Min Read
Cash
By Thyagu Adinarayan January 12, 2025 7:00 am
Markets

#UpNext: Don’t forget the earnings season

The busy days are back. Earnings, inflation data… and then the big bond problem.
2 Min Read
global markets
By Thyagu Adinarayan, Alia Chughtai January 10, 2025 6:29 pm
Markets

Tiny Greenland bank gets big Trump bump   

Trump’s weird idea has given the stock an unexpected boost.
1 Min Read
Gronlandsbanken A/S
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