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MacroeconomicsMacroeconomics

2024 into 2025

Thoughts on a quarter century and the next 12 months

May Ling

Twitter/X PostTwitter/X Post

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INTC: The Ultimate Halloween Stock

May Ling

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UBER: Down 11% On A Pretty Great Quarter

May Ling

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PayPal: A story of scale

May Ling

Banking IndustryBanking Industry

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SOFI Convertible Note: Part 3

May Ling

Banking IndustryBanking Industry

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SOFI'S Convertible Note (Parts 1 & 2)

Overview of the details and what they could mean for the stock

May Ling

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When Will AMC Restructure It's 2nd Lien Debt?

May Ling

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Alibaba FY2024: Stop trying to compare BABA to AMZN

What Chinese companies do that others do not

May Ling

Banking IndustryBanking Industry

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Earnings Recap: SOFI Q1 2024

One of the only banks with "high class problems"

May Ling

Real Estate IndustryReal Estate Industry

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What's happening with inflation and rents?

MAA's recent quarterly results gives us some clues

May Ling

InvestingInvesting

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Trading Junk Bonds: An AMC Case Study

How to think about yield and risk in CCC corporate bonds

May Ling

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The Great Earnings Season Reset

What the charts can tell you about current conditions

May Ling