Froth: One popular strategist sees some. On the off chance you haven’t logged onto the
Category: Markets
Behind The Scenes Of America’s Post-Election Stock Melt-Up
The S&P was 5700 and change on October 31. It’s nearly 6100 now. Not too
Powell V. Sorkin
Jerome Powell sat down Wednesday for a mostly pointless conversation with Andrew Ross Sorkin for
Santa Melt-Up?
If you’re curious, or I guess I should say on the off chance you harbored
New Record Low For China Bond Yields Underscores Myriad Risks
Don’t look now, but yields on benchmark Chinese government bonds are below 2%. Or were
Budget Blackmail
Even if the current French government doesn’t collapse this week, Michel Barnier’s brush with a
To The Victor Goes The Spoils System
Let’s not kid ourselves: Donald Trump would like nothing more than to preside over the
Bonds, Bessent And Buffoons
Thank Scott Bessent. Or, if you’re a junior journo condemned to writing market wraps nobody’s
Do Your Own Research
I’ve said this probably more times than I need to by now, but I’ll say
Destination Unknown
The Fed’s on a road to somewhere, they just don’t know where. That was one
Goldman’s Rubner Orders SPX 7K Hat
If you ask Goldman’s Scott Rubner, the S&P’s likely to hit 6,200 by year-end, and
America Or Nothing
On Sunday evening, ahead of Thanksgiving week in the US, I wrote that “for all
Justifying The Bubble
US stocks. You gotta have ’em. Unless you want to underperform. And nobody wants that.
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
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