Chasing The Price And Forgetting The Fundamentals
I’ve mentioned this on several occasions of late, but it’s worth repeating: Career risk is
I’ve mentioned this on several occasions of late, but it’s worth repeating: Career risk is
I have some potentially distressing news for those who might’ve gone all-in on the notion
“Immaculate disinflation” is the macro theme du jour. I suppose to employ it is to
You wouldn’t know it to look at the outsized gains across benchmarks in 2023, but
Nearly $50 billion flowed into global equity funds over the past four weeks, according to
The US consumer is feeling worse about the outlook, and the rate at which employers
Fade it. That’s the mantra among some of Wall Street’s most recognizable names when it
The Nasdaq 100 is on track for a double-digit monthly gain, Tesla rose more than
It hasn’t been a “quiet” week, per se. But it’s been one of those weeks
One of the more remarkable anomalies in a year full of them was the persistent
It’s a good thing Microsoft has a ~$13 billion inside line on the future of
Eventually, “risk markets will have to reconnect with the late-cycle backdrop.” That’s according to JPMorgan
There’s good news from “always and everywhere” land, where tautologies masquerade as wisdom and complex
We’re all supposed to be buying Chinese stocks, apparently. The bull case goes something like
Ahead of the pre-meeting quiet period, Fed officials have another week to push back on
JPMorgan ended 2022 “in a position of strength,” Jamie Dimon said Friday. More importantly, the
There’s a lot of skepticism out there about US corporate profits. I realize this is
“Be careful what you wish for,” Morgan Stanley’s Mike Wilson warned, “way” back in August.
“We are skeptical about a durable rally,” JPMorgan analysts led by Marko Kolanovic said Monday.
Morgan Stanley’s Mike Wilson can scarcely remember a time when he’s had as much interaction
Most of the focus this week will be on the US CPI report, what it
In late April of last year, while unveiling Q1 results, Amazon foreshadowed an overcapacity problem
The earliest price action of 2023 in US equities found two growth heavyweights under pressure,
The first work day of the new year began with a deluge of notes and
It’ll be back to something like business as usual in the new week, when traders
I’ve offered the snark that “life is transitory,” which, while true, isn’t helpful. A cohort
Goldman’s clients — some of them, at least — are more pessimistic about equities in
You must be logged in to post a comment.