Andrew Ross Sorkin

Andrew Ross Sorkin
January 14, 2026
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4 minutes Read

In bitcoin price plummet, ETF flows are down but aren’t signaling ‘crypto winter’ investor panic

Bitcoin’s decline from its October peak of over $126,000 has triggered skepticism in the cryptocurrency market, as it has lost nearly half its value. Despite recent selloffs, long-term investors seem to be holding their positions. The market is experiencing distinct dynamics, with strategic investors remaining while short-term traders exit.

Economy

Andrew Ross Sorkin
January 14, 2026
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4 minutes Read

November Wholesale Inflation Cools Amid Strong Consumer Spending

In November, wholesale inflation showed signs of cooling, with the Producer Price Index rising 0.2 percent, below expectations. In contrast, retail sales increased by 0.6 percent, reflecting resilient consumer spending. This mixed economic picture highlights persistent inflation at the producer level, raising implications for future monetary policy amid ongoing consumer demand.

Earnings

Andrew Ross Sorkin
January 14, 2026
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4 minutes Read

Citigroup Q4 Earnings Exceed Expectations Amid Economic Changes

Citigroup’s fourth-quarter results exceeded expectations, with adjusted earnings at $1.81 per share and revenue at $21.0 billion, driven by increased net interest income and lower loan loss provisions. However, reported net income fell 13% due to a Russia-related charge. Despite strong performance, stock declined over 4%, reflecting investor caution.

Wealth

Andrew Ross Sorkin
January 12, 2026
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4 minutes Read

Managing Concentrated Stock Risk with Exchange Funds

For founders and executives heavily invested in a single stock, diversification is crucial to mitigate risks. Exchange funds offer a solution by pooling stocks from multiple investors, allowing participants to exchange shares for a diverse portfolio after seven years. While beneficial, convincing clients to reduce concentrated positions can be challenging due to emotional attachments.

Tech

Andrew Ross Sorkin
January 12, 2026
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3 minutes Read

Trump Urges Microsoft to Lower Electricity Costs for Americans

Former President Donald Trump announced that Microsoft will implement measures to prevent rising electricity costs for U.S. consumers as it expands its data centers for AI. He praised their proactive steps and hinted at more announcements from tech firms to protect consumers. Rising electricity prices are a growing concern amid significant infrastructure expansion.

FinTech

Andrew Ross Sorkin
January 12, 2026
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6 minutes Read

Anthropic’s Strategy: Doing More with Less in AI

Anthropic, led by Daniela Amodei, challenges Silicon Valley’s trend of pursuing scale in AI by emphasizing resource efficiency and innovative algorithms. While competitors like OpenAI invest heavily in infrastructure, Anthropic focuses on thoughtful deployment and enterprise adoption. Their approach aims to sustain competitiveness amidst rising compute costs in the evolving AI landscape.

Finance

Andrew Ross Sorkin
January 12, 2026
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4 minutes Read

Yellen Critiques Investigation into Jerome Powell

Former Federal Reserve Chair Janet Yellen criticized the investigation into her successor Jerome Powell, claiming it jeopardizes the central bank’s independence and could threaten financial stability. She expressed confidence in Powell’s integrity, deeming the inquiry politically motivated. Yellen’s view is echoed by former officials, emphasizing the dangers of politicizing monetary policy.

ETF Street

Andrew Ross Sorkin
January 12, 2026
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6 minutes Read

BlackRock’s 2026 Investment Strategy: AI, Income, Diversification

As 2026 begins, BlackRock emphasizes three investment themes: artificial intelligence, income generation, and diversification. The firm advocates for precise capital allocation due to market concentration risks and evolving interest rates. Jacobs warns against assuming past high returns, urging investors to adopt targeted growth strategies, sustainable income, and diverse portfolios.

Economy

Andrew Ross Sorkin
January 12, 2026
0 Comments
3 minutes Read

Trump’s Premature Job Data Disclosure Raises Concerns

President Trump prematurely disclosed private-sector employment growth data on Truth Social, raising concerns about adherence to federal rules on economic data release. The White House described it as an inadvertent disclosure, emphasizing positive economic trends and contrasting private-sector job growth with government employment declines. This incident highlights the sensitivity of economic statistics.

Earnings

Andrew Ross Sorkin
January 12, 2026
0 Comments
7 minutes Read

2023 Holiday Season Retail Performance Insights

Major U.S. retailers reported mixed holiday performances, indicating resilient but not explosive consumer spending. Lululemon raised revenue expectations amid leadership transitions, while Abercrombie adjusted its outlook downward, disappointing investors. American Eagle and Five Below exceeded forecasts, showing strong sales growth. Overall, the retail landscape remains stable amid rising prices and inflation.