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Exchange Transparency
Is your crypto safe in Binance? Here’s what Mazars’ audit says
We analyze the recent Mazars report on Binance's proof of reserves and explain why expert scrutiny remains high for centralized crypto exchange audits.
Digital Strategy
Market Disruption
Macro Outlook
M&A Outlook
20% upside if Microsoft’s Activision acquisition goes through. And if it doesn’t?
Microsoft faces antitrust hurdles for its Activision deal, creating a wide price gap. Investors weigh the potential upside against regulatory risk.
Policy Outlook
Have investors been nice or naughty this year?
December brings critical inflation data and Fed meetings. Analysts debate the potential for a year-end rally versus deep losses in early 2023.
Contrarian Plays
Social Unrest
China’s zero-COVID policies backfire and spark countrywide protests
Protests sweep across China as frustration with strict zero-COVID lockdowns intensifies, creating political risks for President Xi Jinping.
Console Strategy
Market Sentiment
Household Balances
The state of US consumers: less savings, more debt and trouble paying those debts
US savings rates are falling while debt levels rise, signaling potential headwinds for consumer spending and the broader economy heading into 2023.
Supply Constraints
Corporate Strategy