The Business Times
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Marc Rubinstein

MARC RUBINSTEIN IS A FORMER HEDGE FUND MANAGER. HE IS AUTHOR OF THE WEEKLY FINANCE NEWSLETTER NET INTEREST. @MARCRUBY

After the market decline of December 2018, the Covid-19 crash of 2020, and the inflation scare of 2022, markets consistently rewarded those willing to deploy capital during periods of stress.

Buying the dip still works – even in this new world

Warren Buffett at Berkshire Hathaway's annual shareholders' meeting in Omaha, Nebraska, on May 3, 2024.

Is Warren Buffett’s true successor Bill Ackman?  

DeepSeek shocked the world when it released artificial intelligence models that achieve similar performance to those currently available on the market at a fraction of the cost.

DeepSeek is just the latest hedge fund innovation

As the US Fed raises interest rates, more of the increase gets shared with customers.
THE BOTTOM LINE

Banks’ new world: Depositors get a bigger share of rate rises

What the post-mortem reports from the Fed and FDIC reveal is, among other things, how haphazardly the failed banks were run, compared with the super-professional show they put on for investors.
THE BOTTOM LINE

You don’t want to know how banks make their sausage

Short-sellers play a role in maintaining efficient capital markets, by augmenting liquidity and helping to detect fraud.
THE BOTTOM LINE

It’s not easy being a stock market villain

The Blackstone real estate fund limits investor withdrawals to 2 per cent of net asset value in any month and 5 per cent in a calendar quarter; the limits prevented a run from taking hold.
THE BOTTOM LINE

Bank runs just aren’t what they used to be

The core competence in the lending business is not so much giving the money away but more in getting it back – and that becomes harder in a recession..
THE BOTTOM LINE

BNPL joins the list of subprime losers

A HSBC bank branch on King Street, London. The global ambitions of both HSBC and Citigroup have been pared back, replaced by a narrower focus on core markets.

HSBC, Citigroup and the end of global banking

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