So, you want to be a contrarian? Well, prepare yourself for the ultimate paradox. In
Category: Markets
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.
The Only Question Was When
You knew it was coming. It was always just a matter of time. That’s what
McElligott On Where Things Stand
Admittedly, I have a difficult time deciding what the “average” market participant cares about these
Marko Kolanovic: Markets Shouldn’t Fear Delta Variant
Don’t spend too much time fretting over the COVID “Delta” variant. Or, actually, do spend
US Firms Add 1 Million Leisure And Hospitality Jobs In 3 Months
Private sector employers added 692,000 jobs in June, ADP said Wednesday. That was considerably more
What Concern?
Concerns about the potential economic ramifications of the rapidly spreading, highly infections “Delta” coronavirus variant
Leon Cooperman And The Misplaced Meritocracy Assumption
I should refrain from writing satire about “legends” of the investing universe. It’s probably gratuitous,
US Home Prices Rise Most In Recorded History
Surprise! Home prices rose more than expected in April, data out Tuesday showed. The near
Consumer Confidence Surges, S&P Hits Goldman’s Year-End Target
US consumers are getting more confident by the month. Or at least according to The
Storylines
A handful of easily digestible storylines were front and center Tuesday, which at least helped
A (Very) Uncomfortable Take On Inflation
[Editor’s note: When I set about writing this, I had something different, albeit tangentially related,
Goldman Asks: ‘What If?’
Goldman’s year-end target for the S&P is 4,300. The index is already there. That suggests
Probably Not The Swan You’re Looking For
Market participants will be treated (and I’m not sure that’s the right word in the
Charlie Brown Christmas Tree
“Young adults remain disproportionately affected by the economic shock,” the Center for Economic And Policy
McElligott On Reflation’s Fate, Kocic On Fed ‘Short Covering’
“We’ve got a lot of processing ahead of us,” Larry Summers mused, during remarks to
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