Search Results for: Cathie Wood

Regular readers have heard the story more times than most probably care to recall. I

The world is changing. Nobody knows that better than Cathie Wood. Wood’s meteoric rise was

Cathie Wood has an idea. Don’t worry. It’s not a pitch for flying taxis that

Inflation is about to peak. Then, it’ll fall rapidly. Said nobody, anywhere. That macro narrative

On Saturday evening, someone told me they were headed to their first cocktail party in

At this point, it almost feels gratuitous to deliver more play-by-play commentary on the recent

Sometimes (ok, pretty much all of the time) I wonder whether we, as market participants,

Meanwhile, the stocks are unbothered. As discussed in the latest Weekly, equities haven’t batted an

As of last quarter, Tesla’s a growth stock with no growth. That’s a bad look.

You don’t want to short bubbles. That might sound counterintuitive. After all, if not bubbles,

Asked during Wednesday’s press conference whether easier financial conditions as a result of buoyant stock

The Nasdaq 100 is on track for a double-digit monthly gain, Tesla rose more than

Add IBM to the ranks of US tech behemoths cutting jobs. The company will give

“It was a click monster.” I cringed, but she couldn’t see me since we communicated

Rates aren’t high enough yet. If you like tautologies, that’s the best way to explain

A handful of headlines sounded promising on Thursday, but by and large, they belied recycled

Money is no longer free. That simple fact, perhaps more than anything else, explains the

Last month was especially cruel to equities. September lived up to its nefarious seasonal reputation.

Barring a reversal of fortune, 2022 will be remembered as the year the “slow-flation” macro

“Extremely bearish.” That’s how BofA’s Michael Hartnett described the May vintage of the bank’s Global

In “‘Where Does One Go When Everything Sells Off?’” I said there’s nothing singularly terrible