Goldman likes defensives. Wait, let me back up and be more specific. A model Goldman
Category: Featured
Joy To The World
Plainly, this’ll be a slow week for the macro-market crowd. It’s Christmas, which means the
Exceptional. But Read The Fine Print
If the American exceptionalism narrative vis-à-vis markets feels exhausted — ad nauseam — to you, you’re
$18 Trillion Gap Masks ‘Stealth’ Stock Correction
There’s a “stealth correction” afoot in the equity market. What? You didn’t notice? Well, that’s
Heretical Heterodoxy
If Jerome Powell made anything clear during his May 1 press conference (and I’m not
Dynamics Of A ‘Never-Ending Stock Melt-Up’
“A never-ending melt-up in index.” That’s what befuddled bears were pondering by the end of
OECD Update Underscores US-China Economic Divergence
The OECD is concerned about the outlook for the global economy. That’s a tautology depending
The IPO Market Lives!
The post-pandemic ECM bonanza came to a screeching halt in 2022 as the Fed ratcheted
Breaking The Weak To Brake Inflation
It’s fine unless you need new financing. That applies in a lot of contexts right
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