Capital Markets & Investments: Redux

Hope your summer is off to a good start, wherever you may be. If you're reading this post, it means you signed up (and voluntarily gave up your email) for something that began as a articles round-up every Saturday in the Capital Markets & Investments class at Columbia.

This won’t be a newsletter full of hot takes, trade ideas, or confident predictions about what the Fed will do next. Think of it as a lightweight weekly dispatch: some observations, a few links, and the occasional framework to hold it all together.

Some weeks will be squarely about finance. Others might stray a bit. Markets don’t operate in isolation, and lately they haven’t been acting all that rational either. I’m writing as much to make sense of things for myself as I am for anyone else.

More soon – thanks for sticking around!

-Simon