US stocks. You gotta have ’em. Unless you want to underperform. And nobody wants that.
Category: Markets
Adult Supervision
“Oh good, Scott Bessent!” Maybe that’s something people say in all sorts of contexts. Like,
Beware The Bonds?
I have serious reservations about the medium-term outlook for US equities, and to the extent
MAGAFOMOTINA
They were (still) buying US stocks over the last week. On the heels of an
Roaring 20s
US equities are having a good year. Maybe you noticed. Specifically, the S&P’s up nearly
Yardeni 10,000 Or Edwards 10?
Ed Yardeni thinks the S&P could reach 10,000 by 2030. Albert Edwards reckons it at
Nvidia Keeps The Dream Alive
The planet’s most important stock, and most valuable company, topped estimates in quarterly results released
If You Have To Think…
The chuckles. For a hard-hearted individual, I get them a lot. On Wednesday, I found
Tony Schwartz
Last year, Goldman’s David Kostin channeled Taylor Swift for the title of his year-ahead equity
Musk’s Trump Wager Had ‘Greatest ROI Of Any Investment Ever’
I think everyone gets the joke. Whether you’re willing to say it out loud largely
The Simple Case For Gold And Oil In 2025
Gold, who needs it? You, maybe! And depending. “US policy uncertainty and recent consolidation provide
Stocks May Fall, Could Rise In 2025: Wall Street
Next year may be defined by a “potential higher likelihood of uncertainty.” That’s according to
Bonds Need The Deets
Stocks may have a bond problem. Let’s take a quick step back. On the eve
Buy America, Dammit!
Buy America. Wait, let me try again: BUY AMERICA! Boy oh boy, they were buying
Trump Has Tightrope To Walk On Growth-Inflation Mix
Whatever the models say and irrespective of the long run dot (which has at least
Is The Stock Rally Overcooked?
Is the rally overcooked? I don’t know, but that question surely is. I’ve used it
Elon’s World
If you’re old enough to remember the “stimmy” go-go days of 2021, you may recall
A Rich Country
Valuations. Get ’em while they’re rich. It’s like the old adage says: Buy high, sell
Earnings Seasons Are Back To Normal
“Back to normal.” Earnings seasons are back to normal. That’s according to Goldman’s David Kostin
What To Expect From ‘Trump 2.0’
If you want to know what to expect from a second Donald Trump term, here’s
6.6K Spoos By Inauguration (MAGA Flows)
They were buying US stocks on MAGA day. “Wednesday saw the biggest daily inflow in
Powell To Trump: I’m Not Going Anywhere
Reporters only cared about one thing Thursday while questioning Jerome Powell: Donald Trump. The Fed
Fed Cuts Again As Powell Braces For Trump
The Fed cut rates by a quarter-point on Thursday, as expected. I don’t think there
Bank Of England Delivers Cautious Cut As Fiscal Uncertainty Clouds Outlook
“External shocks have abated,” helping to facilitate the disinflation process. So said the Bank of
Vol Crush Unlocked
Vol was obviously crunched hard into a truly raucous, post-election rally on Wall Street. “MAGA
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