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Fed’s Miran Resigns, Handing Trump a Fresh Board Vacancy

September 12, 2026May 15, 2026 by Bruno M.
Fed’s Miran Resigns, Handing Trump a Fresh Board Vacancy

Stephen Miran resigned from the Federal Reserve Board on May 14, 2026, giving President Trump another seat to fill ahead of the June FOMC.

Categories Federal Reserve & Rates Tags capital markets, fed governor, federal reserve board, stephen miran, treasury yields, trump fed nominee

KOSPI Plunges 6% on Samsung, SK Hynix Memory Selloff

October 27, 2026May 15, 2026 by Bruno M.
KOSPI Plunges 6% on Samsung, SK Hynix Memory Selloff

KOSPI fell 6.12% as Samsung Electronics dropped 8.6% and SK Hynix lost 7.7%, off record highs. What the Korean memory selloff signals for AI chip stocks.

Categories Stock Market Tags ai memory chips, hbm semiconductors, KOSPI, samsung electronics, sk hynix, stock market

What Is the P/E Ratio — and When Does It Mislead?

September 12, 2026May 15, 2026 by Bruno M.
What Is the P/E Ratio — and When Does It Mislead?

P/E in plain English: the formula, a worked example, sector ranges from NYU’s Damodaran, and why the Shiller CAPE near 42 sits within a whisker of the 1999 peak.

Categories Market Education Tags investing basics, pe ratio, shiller cape, stock valuation

BoJ at 0.75% Meets the Fed at 3.625%: The Yen Trade Explained

September 12, 2026May 15, 2026 by Bruno M.
BoJ at 0.75% Meets the Fed at 3.625%: The Yen Trade Explained

The widest policy-rate gap between Washington and Tokyo since the 1990s is keeping the yen on the back foot. Here is what the May 2026 capital markets picture looks like.

Categories Federal Reserve & Rates Tags bank of japan, capital markets, federal reserve, fx intervention, yield differential

Figma Q1: Revenue Up 46%, Guidance Raised on AI Demand

September 12, 2026May 15, 2026 by Bruno M.
Figma Q1: Revenue Up 46%, Guidance Raised on AI Demand

Figma beat Q1 estimates with $333.4M revenue (+46% YoY) and raised FY26 guidance to $1.422B-$1.428B as AI tools drive paid seat expansion.

Categories Stock Market Tags ai software stocks, design software, dylan field, figma earnings, stock market

Private Credit vs Bank Loans vs Syndicated Loans Explained

September 12, 2026May 14, 2026 by Bruno M.
Private Credit vs Bank Loans vs Syndicated Loans Explained

Private credit, bank loans, and syndicated loans all finance the same companies. Here is how each channel actually works, and where the money sits.

Categories Market Education Tags capital markets, investing basics, leveraged finance, private credit, syndicated loans

Cerebras Pops 89% in Nasdaq Debut, Briefly Tops $100B Cap

September 12, 2026May 14, 2026 by Bruno M.
Cerebras Pops 89% in Nasdaq Debut, Briefly Tops $100B Cap

Cerebras Systems (CBRS) opened around $350 on its Nasdaq debut — 89% above the $185 IPO price — briefly crossing a $100B market cap before settling near $324.

Categories IPO & Public Offerings Tags AI chip stocks, AI infrastructure, capital markets, cerebras systems, nasdaq ipo debut

Doximity Plunges 24% as FY27 Guidance Misses and Margins Compress

October 27, 2026May 14, 2026 by Bruno M.
Doximity Plunges 24% as FY27 Guidance Misses and Margins Compress

Doximity (DOCS) crashed 24% after Q4 revenue growth slowed to 5%, FY27 sales guidance trailed consensus, and Wall Street slashed price targets across the board.

Categories Stock Market Tags analyst downgrades, DOCS stock, doximity, healthcare technology stocks, stock market

Municipal Bonds Explained: GO vs Revenue and the Tax Angle

September 12, 2026May 14, 2026 by Bruno M.
Municipal Bonds Explained: GO vs Revenue and the Tax Angle

Plain-English guide to municipal bonds: GO vs revenue, how the federal tax exemption changes your real yield, and why munis default less than corporates.

Categories Market Education Tags bond market, investing basics, municipal bonds, revenue bonds, tax-equivalent yield

Quantinuum Files for Nasdaq IPO Under Ticker QNT

September 12, 2026May 14, 2026 by Bruno M.
Quantinuum Files for Nasdaq IPO Under Ticker QNT

Honeywell-backed Quantinuum publicly filed its S-1 on May 8, 2026, targeting a Nasdaq listing under QNT with JPMorgan and Morgan Stanley leading the book.

Categories IPO & Public Offerings Tags capital markets, nasdaq ipo, qnt ticker, quantinuum ipo, quantum computing stocks
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