Everyone loves a good “How expensive is the US stock market?” chart. And God knows
Category: Duly Noted
Club Capital
Let’s say you’re an average American. A “normal economic person,” as Jerome Powell once put it.
Systematic Stock-Buying Maxed, VIX Squeeze Potential Builds
You’ve all heard me carry on recently about the potential for more re-leveraging from systematic
No One Dare Question The Stock Party
You’d be hard pressed right now to find a strategist willing to swim against the
US Households See Brighter Financial Future Post-Election
Good news! Americans are feeling great all of a sudden about their personal finances. Ok,
More, More, More: Inflows To US Stocks Continue
Inflows to US equity funds continued over the last week, according to the latest update.
Money Fund Assets Near $7 Trillion On Massive Inflow
Two weeks back, I wondered aloud if we were witnessing the early stages of the
The ‘7 Most Important Factors’ For Stocks Into Year-End
Stop me if you’ve heard this before: This time of year can be kind to
Big Bubbles And ‘Unrealistic Outcomes’
If your aim is to suggest US equities — which notched more new record highs
Inflows To US Stocks Shatter More Records
They were still buying US stocks over the last several days. If you were curious
Stocks Aren’t Out Of Melt-Up Fuel Yet
With all the talk of record (or near record) inflows to US equity funds, and
Structural, Ongoing And Permanent
I’m never sure how much editorial attention to afford the ongoing active-to-passive shift in the
Buy It All
In the humorously titled “MAGAFOMOTINA,” I noted that US equities have surpassed $400 billion of
Commencing ‘Cash Out’?
Has the great “cash out” commenced? No, probably not. But US money market funds did
An Equity Funding Squeeze?
If you want to explain the price of something, a good place to start is
Make Stock Returns Real Again
Think you made money in stocks over the last two years? Think again! Your gains,
A Calm Rally Is A Better Rally
Everyone loves a good, rollicking crash-up, but lest we should forget in our zeal to
Who Dares Short Musk, The Great And Powerful?
The only person who can compete with Donald Trump for space above the digital fold
Hedges Roasting On An Open Fire
“A smoldering pile of ash.” That’s your puts, may they rest in peace. Over the
Leveraged ETFs Were $17 Billion Flow Kicker To MAGA Rally
So, yeah: Modern markets did their thing in the monster, mid-week MAGA melt-up. The post-election
The Dollar In Trump’s Second Coming
A word on the dollar. I suppose I should say another word on the dollar.
US Stocks: Exceptional And Exceptionally Expensive
How richly-valued are US equities? It’s all relative. To the dot-com bust. I’m kidding. But
Red Sweep Or Harris-Gridlock?
Admittedly, I don’t so much enjoy the days ahead of US elections. It’s very difficult,
Pre-Election Flows Check
If you were wondering, inflows to US equity funds continued in the lead-up to an
Don’t Worry About That. Worry About This.
“The sea was angry that day, my friends.” The waters were a bit choppy on
‘Fierce’ Mechanical Buying Could Turbocharge A Post-Election Stock Rally
If we can make it through the US election without “incident” — and I’ll let
You must be logged in to post a comment.