Archive

Japan's Big Equity Bet

Graham InfingerMay 4, 2026

Racing the Bear

Graham InfingerApril 27, 2026

The Reflexivity of Credit Markets

Graham InfingerApril 20, 2026

March Madness

Graham InfingerApril 13, 2026

Echoes of Junk Bonds Past

Graham InfingerApril 6, 2026

Family Wealth

Graham InfingerMarch 30, 2026

Distribution of Global Value

Graham InfingerMarch 23, 2026

Hope Springs Eternal

Graham InfingerMarch 16, 2026

What Higher Oil Volatility Means for Equity Markets

Graham InfingerMarch 9, 2026

The Rise of Chinese Biotech

Graham InfingerMarch 2, 2026

Revaluation in Japan

Graham InfingerFebruary 23, 2026

Weaponized Risk Models

Graham InfingerFebruary 17, 2026

Why Hedge Funds Got Better While Private Equity Just Got Bigger

Graham InfingerFebruary 9, 2026

The Golden Tree of Life

Graham InfingerFebruary 2, 2026

The Inferno

Graham InfingerJanuary 26, 2026

The Waste Land

Graham InfingerJanuary 19, 2026

Biotech Investing

Graham InfingerJanuary 12, 2026

Japan's Bank Revival

Graham InfingerJanuary 5, 2026