“Beaten-down technology shares have enticing valuations,” read the deck on a Bloomberg piece published Monday.
Category: Markets
Serum! Also, The US Economy
There’s no shortage of US data for investors to ponder in the new week, but
FTX, Twitter Drama Overshadowed ‘Generational’ 36 Hours For Stocks, Dollar
I don’t think I can remember a time when such a stupendous (and stupefying) rally
Was Bloomberg The CNBC Of Crypto?
[Editor’s note: The original version of this article referred to “DeFi yield farming,” as opposed
Lions, Tigers, Bears. But No Recession, No Rate Cuts
In November, we’ve seen mass layoffs, declining profit expectations and credit events. Lions, tigers, bears,
Why Historic CPI Rally Was A Disaster For The Fed
Headed into the November FOMC meeting, many worried Jerome Powell would come across as unduly
Does Bankman-Fried Deserve A Bail Out?
Predictably, my coverage of Sam Bankman-Fried’s self-described “f–k up” elicited several irritated e-mails from incorrigible
Tunnels, Lights And Trains
There’s a light at the end of the tunnel. (Insert oncoming train joke.) One argument
Perfect Bullish Storm
“One month of data does not a victory make,” Mary Daly said Thursday, speaking during
On Wall Street, A Day To Remember
Thursday will go down as one of the more memorable sessions in a year full
McElligott, Nomura Hit Home Run With CPI Call
[Editor’s note: By the close Thursday, the Nasdaq 100’s gain was 7.5%] The dramatic, knee-jerk
‘I F—ed Up’
“I f—ed up.” So said Sam Bankman-Fried, on a call with FTX investors, many of
Tremendous Ambiguity
A palpable sense of “What now?” pervaded US markets Wednesday, when the combination of inconclusive
Dear Crypto: You Have No Lender Of Last Resort
I said I wasn’t going to write about FTX and Sam Bankman-Fried, and God knows
Familiar Dynamics
I’ve said it before, and I’ll say it again: I don’t envy anyone tasked with
Praying For A Compromise
2022 was unambiguously bad for bonds. You might say laughably bad, assuming you can find
Markets And Midterms: Is Past Precedent?
There’s an argument to be made that the midterm elections in the US don’t matter
Markets, Strategy And Gridlock: Key Midterm Considerations
This feels entirely trite, but I’m compelled to mention it anyway as the US midterms
Despot Times, Despot Measures
The balance of news flow out of China was anything but encouraging Monday, but don’t
The Worst Year Ever. And What Might Be Next
Barring a miracle, 2022 will be a year to forget for market participants. Ironically in
Inflation Meets US Midterms In High Stakes Week
The data calendar in the US is sparse this week with a notable exception: CPI.
Sorry, But Democrats Are Wrong About Energy Policy
In what amounts to little more than pre-midterm posturing, Joe Biden continues to float the
15 Minutes Could Lose You $750 Million Or More
Warren Buffett bought more stock for his hedge fund and logged a massive paper loss
The Dawn Of The Great Immoderation
It’s a heretical notion, but I’m compelled to repeat it at regular intervals: It’s the
Goldman Slashes Outlook For S&P Profits. Sees No Growth
For the first time since the pandemic, corporate margins contracted in the US. Net margins
Town Square Suffers ‘Massive’ Revenue Drop, New Mayor Says
Elon Musk is upset. Or maybe not. It’s hard to say. I doubt much actually
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