Gaurav Seetharam

Janet Yellen, the Federal Reserve’s first ever Chairwoman is subtly altering the face of US credit markets by managing interest rate expectations, and the only way to decipher its impact on Two Harbors Investments (NYSE: TWO) is through the “dismal science”.

Last year, Two Harbors gained $40 billion in mortgage servicing rights. They paid just $500 million. Now that's my kind of bargain.

The financial crisis burned any fidelity customers felt to their primary bank and their faith in the broader financial system. The mass hysteria that usually follows such crises was quelled by bailouts and a backstop by the Federal Reserve, but does the lingering public resentment hurt a bank's profitability?

Anat Admati tackles the tricky subject of high-frequency trading.

At an economics conference last month, Professor Admati and I sat down to discuss the central themes of her book (see full video below). Unsurprisingly, the conversation quickly turned to derivatives.

Former British Pensions Committee Chairman Adair Turner is all too familiar with the challenges faced by average citizens planning for their retirement.

Over the last year trading revenues have slipped drastically, but is that such a bad thing?

What happens when two billionaires disagree? Easy, the government steps in.

Facebook and Google are gearing up to battle for control of the skies, as part of their mission to bring internet to the masses. Let's take stock of how far they still have to go.

I follow some pretty clever people who can cram a lot of insight into 140 characters. Once a week I curate my favorite tweets and add a little context to give you the big picture on a trending topic.

I follow some pretty clever people who can cram a lot of insight into 140 characters. Once a week I curate my favorite tweets and add a little context to give you the big picture on a trending topic.

Using the lessons Bruce Henderson, ex-CEO of Boston Consulting Group, we look at how the infrastructure-as-a-service market is likely to change in the coming years.

Aggressive price cutting by AT&T has the market spooked about lower revenues for the telecom giants, but ignore the bears. If you want to understand what's really going on, take a look back at the history of net neutrality.

Forget what you've heard, the argument over Bitcoin's viability is not new. It's an old debate between economists over the nature of money.

A look at how two financiers changed the relationship between banks and shareholders.

A look at the most powerful and important regulators for the next few years.

For everyone tired of the shutdown, the debt ceiling, and most of all Congress, Abenomics is a reason to hope for the best.