Remember Tesla? That’s the car company Elon Musk runs when he’s not… well, when he’s
Category: Markets
Alphabet’s Spending Plan In Focus After Very Solid Quarter
Alphabet kicked off Magnificent 7 results with what looked like a solid beat. The company
The Fundamentals Are Sound
The fundamentals are sound. Said everyone in the days and weeks before every market crash
Stocks’ Advice On Tariff Man: Just Ignore Him
Equity investors, for better or worse, have stopped listening to Donald Trump’s tariff threats. The
What Do Trump, Bessent And Warsh Have In Mind For The Fed?
The writing’s on the wall, and it’s so large by now that Stevie Wonder could
Powell Persecution Is Martin Niemöller Moment For Wall Street
Nobody has to “explain” anything to Donald Trump. Not you, not me and certainly not
Watch Tokyo
We may have a problem in Tokyo. Last week, I contextualized another steep selloff in
‘Who’ To Thank For Stocks’ Blind Eye To Powell Drama
I try to strike a healthy balance between characterizing (“caricaturing” is probably more apt on
Sorry, Chris. He’s Still Not Going To Pick You
Poor Chris Waller. If there’s anything more pathetic than a man pandering to another man
It’s Too Early To Fade US Stock Melt-Up, Popular Strategist Says
We’re in inning seven of the current equity market melt-up, which is to say it
The End Of Fed Independence May Be Nigh
Well, it was inevitable. And even saying that’s a testament to just how far afield
It’s Raining Money In Goldman’s Equities Business
As you might imagine given the volatility on display at the beginning of the quarter,
Bank Of America Remains Going Concern, Results Suggest
Bank of America on Wednesday reported trading results that easily topped estimates, and like JPMorgan
Burning Questions
Are stocks a bubble? Is it too late to jump aboard the moving train? Did
Smart Money Hasn’t Been This Bullish Since Trump Was Good For Stocks
Fund managers haven’t been this bullish since they were under the impression that Donald Trump
Things Are Going Just Fine At JPMorgan, Thank You Very Much
The House of Dimon marked the unofficial start of earnings season in the US on
Should You Fear Narrow Markets And ‘Euphoric’ Valuations?
Regular readers know I have a love-hate relationship with narrow market laments. The same’s true
Meanwhile, In Japan…
Japan’s often described as a kind of paragon when it comes to the contention that
‘The Currency And Bond Market Can Collapse’: Powell Exit Fears Spread
Late last week, I said big banks need to begin pondering the consequences and fallout
Gold And The Sinking Dollar Ship
Gold. It’s — umm — shiny. I’ll say that for it. Whenever I run out
One Bank Goes There: ‘What If Powell Leaves?’
After this week, Wall Street’s obliged to seriously consider the possibility that Jerome Powell might
The Problem With A Buyback-Dependent Equity Market
Dividend yields for US stocks are nearing levels last seen a quarter century ago around
Hedge When You Can, Not When You Have To
You hedge downside when you can, not when you have to. That was the friendly
Central Banks Were Polled On Trump Risks. The Results Were Terrifying
“We should get somebody in there that’s going to lower interest rates,” Donald Trump said
BofA Lifts S&P Target. Apologizes For ‘Underestimating Corporate America’
Early Tuesday, while editorializing around Goldman’s new year-end S&P target, I wrote that other house
Goldman’s Kostin Knows How To Play The Game
If you’re a sell-sider with responsibility for the official house S&P call, there’s really only
Fiat Money And The Bonds
How bad of an investment are bonds? I’m not making an especially profound observation when
You must be logged in to post a comment.