One thing I like about market holidays is that they lay bare the myriad absurdities
Month: July 2021
From Xi, With Love
If you thought China was done harassing its home-grown tech giants, you were sorely mistaken.
A Somnolent Summer Drift?
You might be inclined to suggest the holiday-shortened week is destined to be an uneventful,
Would-Be Contrarians Ponder Ultimate Stock Oxymoron
So, you want to be a contrarian? Well, prepare yourself for the ultimate paradox. In
Buying In A ‘Dull Market’
I joked Friday about “large numbers” and the irresistible urge to deploy them in the
‘Choppy In Coming Months’
The S&P hit Goldman’s year-end target this week. And then it kept on going. Eventually,
The Myth Of Controlled Market Demolitions
If you take your cues from the pantheon of market “legends” who appear weekly in
A Day In The Life
I’m sympathetic to “Wow ’em with big numbers” analysis. I really am. There was a
‘Numbers!’ Under The Hood Of The June Jobs Report
The US economy added more jobs than expected in June, a welcome development to be
‘Just’ 6.8 Million To Go!
The world’s largest economy added 850,000 jobs last month, the BLS said Friday. The headline
DNUT In The HOOD
Something important happened on Thursday. 130 nations and jurisdictions signed onto an agreement to set
Before We Dismiss The PhDs…
It’s easy to make inflation jokes these days. They write themselves. But the punchlines feel
‘No End In Sight!’ US Manufacturing Beset By Disruptions, Shortages
US manufacturing activity was robust in June, while price pressures continued unabated. That was the
US Jobless Claims Fall Most In Months As Uptick Proves Fleeting
After consecutive disappointments, jobless claims were back on track in the week to June 26.
As the second half of 2021 dawned, market participants were greeted with more headlines documenting