Last week, in “Something Wicked This Way Comes,” I said it’s “becoming more difficult to shake the feeling that something bad is about to happen
Day: January 21, 2022
Only One Thing Matters Now
Maybe it’s time for stock replacement strategies. That was one takeaway from two-dozen pages penned by Goldman’s Christian Mueller-Glissmann and Cecilia Mariotti, who cautioned that
Gravity
When viewed through the lens of real rates, it’s hardly surprising that any and all manifestations of “froth” were beset three weeks into the new
Explaining Thursday’s Dramatic Stock Reversal
If you’re wondering “Wha’ happened?!” on Thursday afternoon, when the bottom fell out for US equities, once again dashing hopes for a turnaround, you might
When It Rains, You Watch Netflix
When it rains it pours, I suppose. Just about the last thing US tech shares (and equities more generally) needed at a time when all
