Lu Wang

S&P, Nasdaq and FTSE Russell are weighing rule changes to fast-track newly listed companies into their flagship indexes -- a rare, coordinated rethink ahead of potential trillion-dollar IPOs like SpaceX, OpenAI and Anthropic. With the amazing @luwangnyc bloomberg.com/news/articles/…

The owner of the Nasdaq 100 Index is proposing to speed up the inclusion of newly listed, large-cap firms in the widely followed equity benchmark as a flurry of tech giants are slated to go public this year bloomberg.com/news/articles/…

In a Wall Street era marked by investor crowding and retail momentum, this week showed how quickly conviction can evaporate. With @isabelletanlee bloomberg.com/news/articles/…

Trend-following funds are starting 2026 with fresh momentum, outperforming stocks and bonds after a year of false starts bloomberg.com/news/articles/…

While hedge-fund manager Bill Harnisch's peers diversified their bets, he packed more than 90% of his long book into just three stocks, delivering a 79% gain this year. bloomberg.com/news/articles/…

Bet on a football game, an election or the price a stock will hit hours from now. How gambling and investing are starting to look the same these days. bloomberg.com/news/features/…

As digital-asset prices unravel, Morgan Stanley has drawn outsized demand from wealthy clients for a new, complex Bitcoin-linked product bloomberg.com/news/articles/…

A box spread loan? It’s a strategy where investors sell options package to borrow cheaply, using investment portfolio as collateral. The Wall Street options trick has become a new personal finance hack for the wealthy -funding homes and boats. Story w/@luwangnyc @VildanaHajric

Why two quirks are emerging in the derivatives world? Long-dated funding spread on the rise for months with some measures at a record & dividend futures show usually subdued expectations. The boom of RILAs is said to be the cause W/ @luwangnyc @SamJPotter bloomberg.com/news/articles/…

The proportion of long-only actively managed funds beating benchmarks has fallen to 22% in 2025, poised for for the worst showing on record, says Jefferies. Momentum just keeps winning -- best stretch in three years @luwangnyc bloomberg.com/news/articles/…

"Data from Jefferies Financial Group Inc. shows the proportion of long-only actively managed funds beating benchmarks has fallen to 22% in 2025, poised for for the worst showing on record." bloomberg.com/news/articles/… by @luwangnyc @isabelletanlee

Lehman's collapse hammered structured notes (instruments with names like “100% Principal Protected Absolute Return Barrier Notes Linked to a Basket of Global Indices”). Now they're enjoying a $200B boom. Great story @yiqinsh, @luwangnyc, @justinaknope bloomberg.com/news/features/…

Despite their past controversies and inherent complexities, structured products are a growing corner of the US financial market, again. What's the appeal & risk? Read @business Big Take, my latest w da dream team @luwangnyc @justinaknope @SamJPotter bloomberg.com/news/features/…

Credit portfolio trading is booming -- closing in on ETFs. The two feed off each other, says Barclays: “Take ETFs out of the picture, and portfolio trading wouldn’t exist.” @CalMutua @luwangnyc bloomberg.com/news/articles/…

@heangelman Hey thanks for the kind reply - and the tip for a potential story. Shall we chat over phone? Drop me a msg at my work email lwang8@bloomberg.net and let’s schedule a time.

@luwangnyc Although I am not exactly sure what you are looking for, I may be interested. On another note, would you be interested in covering a story regarding a large private investment firm and possible fraudulent activity, that has significantly hurt many investors, including me?

Perhaps the new 60-40 is now stocks-bitcoin

For anyone on Wall Street still clinging to a time-honored macro-investing playbook, Trump 2.0 has been a source of endless punishment bloomberg.com/news/articles/… with @denitsa_tsekova

@MrLuisMarques hi there, i’m a reporter with bloomberg news working on a story about young investors not trusting the 60/40 model. would you be interested in sharing your thoughts and experiences? please feel free to reach me at lwang8@bloomberg.net

The 60/40 portfolio is now officially declared dead 📉 Stocks are down 📉 Bonds are down 📉 The USD is down For investors living outside the US, it’s even worse. Your portfolio is sinking and your dollars buy you less. The current era of globalism and "safe assets" is broken. Gold is rising. Bitcoin will follow. Eventually, the world will learn that only Bitcoin matters when it comes to storing wealth in a credibly neutral asset which does not give an unfair advantage to any one nation in the world.

@rom1_pellerin hi there, i’m a reporter with bloomberg news working on a story about young investors not trusting the 60/40 model. would you be interested in sharing your thoughts and experiences? please feel free to reach me at lwang8@bloomberg.net

Traditional 60/40 investment portfolios are dead. Crypto, gold, and hard assets are becoming critical diversification tools. 9/16

From #Token2049, amazing panel with @dan_pantera and Zoltan Pozsar moderated by @RaoulGMI: “Macro Chaos: Can Crypto Thrive in Global Economic Uncertainty?”. Here’s a summary of the discussion: 1/16 👇

Investors are increasingly embracing automated ETF trading despite extreme volatility. Tradeweb saw a record 82% of all trades executed via automation last month -- a potential turning point in the space @luwangnyc bloomberg.com/news/articles/…