Revolut’s $115 Billion Valuation Makes Primary Banking the Real Test
Revolut has proved it can acquire customers at global scale. Its $115 billion valuation now depends on converting that reach into primary accounts, deeper…
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Equity valuation frameworks, discount rates and the cost of capital.
Blackstone’s IDP Education Bid Turns Policy Shock Into a Recovery Valuation Test
Blackstone’s IDP Education bid tests whether visa policy shocks have permanently reset IELTS demand or created a recovery opportunity.
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Jackson Hole Policy Path: Why the Fed’s Reaction Function Now Matters More Than the Next Rate Move
The Fed’s next signal is about its reaction function: how term premium, fiscal supply and long yields reshape equity risk before Jackson Hole.
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Global Bond Yields Are Repricing the Cost of Capital—and Equity Valuations
Global bond yields are rising as sovereign issuance expands and central-bank demand retreats. The result is a higher market-clearing cost of capital that challenges…
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