Robert Young
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SEC Proposal Would Reopen Bond Cross-Trading for Funds
The SEC’s proposal could lower bond-trading costs for registered funds. The savings are credible only if…
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Nvidia’s Cash Flow Has a Second Claimant
Nvidia generated nearly $70 billion of conventional first-half free cash flow but spent $35.2 billion net…
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SpaceX’s Spectrum Deal Buys Coverage Before Capacity
SpaceX’s low-band spectrum acquisition may solve a coverage constraint, but capacity, regulatory approval and customer economics…
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Household Wealth Rose While Payment Stress Worsened
The Fed’s 2025 household-finance survey shows rising income and wealth alongside materially worse debt-payment pressure. For…
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Bank-Resolution Funding Plans Remain Incomplete
The FSB says roughly half of jurisdictions have material gaps in emergency bank-resolution funding. The finance…
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USDA’s Rural-Energy Rule Shifts the Financing Burden
USDA’s new REAP rules demand a year of results before a grant application. The question for…
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American Express’s $350 Million Penalty Reprices Control Capacity
American Express’s $350 million AML penalty is a warning that control staffing, testing and monitoring must…
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SEC Retail Voting Guidance Makes the Default Matter
New SEC guidance clarifies how issuer-run retail voting programs can use board-aligned defaults and what third-party…
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GlobalFoundries’ $2 Billion Deal Starts With a 2028 Ramp
GlobalFoundries’ $2 billion TSMC agreement supports new U.S. advanced-packaging capacity, but value still depends on the…
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Biohub’s $1.8 Billion Initiative Needs Milestone Finance
A $1.8 billion public-private AI biology initiative turns funding sources, milestones, cash timing and data-access promises…
