R. Christopher WhalenJul 11, 20225 min readElon Musk, China & Twitter (TWTR)Why did Elon Musk ever pretend that he was able to acquire TWTR, a transaction the US government would never allow.
R. Christopher WhalenJul 4, 20226 min readHard Landings & Systemic CryptoPutting dollar leverage under crypto tokens – that is to say, under nothing – makes for infinite dollar risk.
R. Christopher WhalenMay 16, 20227 min readInterview: Dan Sogorka of Sagent Lending TechnologiesThe new technology that powers the Sagent-Cooper vision for servicing is already proven in the market
R. Christopher WhalenMay 11, 20228 min readDoes ICE + Black Knight = Shareholder Value? ICE buying the revenue streams represented by BKI is a big bet on yesterday, not a bold initiative to change the mortgage industry
R. Christopher WhalenApr 26, 20226 min readDeflation, Not Inflation, is the ThreatXi Jinping in China and Putin in Russia have turned their backs on the global economy to retain power
R. Christopher WhalenMar 1, 20223 min readWhen "Force Majeure" Isn't QuiteThe imposition of sanctions on Russia is not as comprehensive as some press reports suggest.
R. Christopher WhalenFeb 14, 20226 min readThe Curse of Humphrey HawkinsIf you consider QE “stimulus” inflationary, then Fed policy actually accelerated inflation in the November-January period.
R. Christopher WhalenDec 7, 20217 min readFed Tightens Months Late, Even as it Attacks Liquidity any of the problems that the Fed now seeks to fix, starting with the unnecessary elimination of LIBOR, are a function of earlier policies...
R. Christopher WhalenNov 10, 20218 min readIs New York City Coming Back?Over the next several years, as the economic cost of COVID becomes full visible, New York City may face its second financial crisis
R. Christopher WhalenOct 6, 20215 min readPowell Reappointment Still LikelyAmidst the yelling and screaming of Elizabeth Warren, we suspect that Jay Powell will survive the crisis
R. Christopher WhalenOct 4, 20217 min readTrade Warrior: Dan Caprio on the EU, China and Global TradeA nation of 1.5 billion souls is being held hostage by a criminal gang called the Chinese Communist Party.