We believe we have identified the largest actionable total addressable market in human history. —
Category: Markets
Europe Faces Stagflation As ECB Hikes, Sees Slower Growth
The ECB on Thursday became the first G7 central bank to raise rates as a
Oracle’s Back In The News
Oracle was back in the news on Thursday. And not just in the news, but
Trump ‘Loves The Inflation’ As ‘Stealth’ Flows Cap Oil Surge
Not a day goes by. When Donald Trump doesn’t make me chuckle. Dejectedly, disdainfully, despairingly,
The Largest Profit Boom In History
“Quite simply extraordinary.” That’s how SocGen’s Andrew Lapthorne described the recent inflection in consensus profit
‘Take Profits,’ Subramanian Says. ‘Too Many Red Flags.’
Frank Cross: Well, it’s a little late for this kind of feedback. Eliot Loudermilk: That’s
The Flows Behind Wall Street’s Bloody Friday
If you were wondering about the specifics of the mechanical flows which “helped” turn a
Rate Hikes ‘Kill Success,’ Trump Warns, As Warsh Takes Over
Donald Trump’s already pressuring Kevin Warsh to cut rates. Before losing his patience and storming
What Just Happened To Stocks…
There are an estimated 3.7 million infants in America. None of them have ever seen
Weekly: Roasted Dove
Well, the good news is, the US economy — all Potemkin Village derision aside —
Is Corporate Credit A Bubble Too?
Earlier this week, I highlighted a broad measure of aggregate US corporate margins and a
Is History’s Most Anomalous Stock Rally Justified?
By now, a lot (most?) readers are probably tired of hearing about equities’ purportedly uncanny
On Google’s Massive Equity Raise
Since Oracle kicked off the hyper-scaler borrowing spree in September, one of the hottest debates
Memory Stock Dilemma Underlines Market’s ‘Biggest Question’
Any market skeptic worth his or her salt will tell you this time’s never different.
Why The Hyper-Scalers Are ‘Cheap’
Are the hyper-scalers cheap? That might seem like a ridiculous question. It’s tempting to shout,
War, Peace, Stocks, Bonds And Oil
Although equities grabbed all the headlines on their way to a ninth consecutive weekly advance,
Weekly: Going Streaking
If the S&P 500 managed merely to avoid a 1.5% loss during this week’s final
From ‘Old’ Tech To New, AI Train Shows ‘No Signs Of Slowing’
There are “no signs of slowing” in demand for AI-related hardware. So said Dell COO
‘The Perfect Picture’ Of The Melt-Up Zeitgeist
The only thing to fear is the right-tail. That’s the mindset markets have been forced
On A Wing, A Prayer And A Pipe Dream
While editorializing around Goldman’s shiny new price target for the S&P on Wednesday, I noted
Blueberry Vinegar (SPX 8K)
“David Kostin would’ve raised his year-end target by now.” That was among the dozens of
Bargain Or Bubble? 1,000% SK Hynix Rally Epitomizes Semi Paradox
SK Hynix is up 3,500% (give or take) since the original COVID panic. Mull that
More Chips, Please!
It was, um, too early to fade the chip rally. I’ve conceded that particular point
Profits Over Prophets
War, what is it good for? The song tells us “absolutely nothing,” but it’s apparently
Peace Hopes Drive European Stock Rally Despite ECB
Hooray for MOU day! The persistence of sticking points in the US-Iran diplomatic process (and
Losing Our Correlation Religion
The stock rally needed the bond selloff to abate. And it did, however transient the
Weekly: Stocks And The Cold Hot War
Two Saturdays ago, after the S&P notched a sixth consecutive weekly advance, I noted that
You must be logged in to post a comment.