Latest analysis
51 articles published — newest first.
The Wealth Jump Was Mostly Stocks, Not Emergency Cash
U.S. household net worth rose sharply, but equities supplied 83.7% of the gain: $10.711 trillion divided by $12.803 trillion.
Personal Finance · BlackMoney Desk
Fed rate hike turns emergency cash into a measurable household lever
The cash story is the 4.12 percentage-point gap, calculated as 4.50% top advertised savings APY minus 0.38% average savings APY. Before tax, the real spread is…
Stocks · BlackMoney Desk
Dave & Buster's Equity Problem Is EBITDA, Not Just Sales
Dave & Buster's reported an adjusted EBITDA decline of $30.9 million, calculated as $129.8 million minus $98.9 million, showing that softer arcade demand is…
ETFs & Funds · BlackMoney Desk
ETF flows look huge, but August inflows were 1.1% of assets
U.S.-listed ETFs took in about $180 billion in August, but against a $16.4 trillion base, the thesis is scale, not a trading signal.
Personal Finance · BlackMoney Desk
Household wealth hit a record, but cash did not lead the move
U.S. household net worth reached $195.9 trillion, calculated as $217.8 trillion of assets minus $21.9 trillion of liabilities.
Crypto · BlackMoney Desk
Bitcoin ETF Outflows Show the Bid Is Macro-Sensitive, Not Gone
U.S. spot bitcoin ETFs reversed part of their recent inflow burst, making rates the cleaner read than crypto-native noise.
ETFs & Funds · BlackMoney Desk
UCBG's debut shows ETF scale matters as much as the fee
State Street and UC Investments turned a 0.06% ETF fee into roughly $1.49 million of annual revenue on launch-week assets, because the fund arrived with $2.49…
Stocks · BlackMoney Desk
Snowflake's AI bump prices a $230 million guide raise at 48.1x
Snowflake raised product-revenue guidance by $230 million; the stock's net two-session move added about $11.06 billion of equity value.
