The Illusion Of A Stock ‘Market’
So far, 2022 is a macro tragicomedy. I’ve long suspected my penchant for describing various
So far, 2022 is a macro tragicomedy. I’ve long suspected my penchant for describing various
It’d be difficult to imagine a more inauspicious mix of headlines than those investors confronted
Who’s inclined to catch a falling knife? Not me, I’ll confess. Or at least not
Stocks are likely to rebound this week amid rebalancing, hedging dynamics, incremental buyback flow and
One constant in an ever-changing market narrative is the notion that equities are one of,
Morgan Stanley’s Mike Wilson sees troubled waters. In itself, that isn’t unusual. Contrary to popular
Last week, markets were treated to the worst read on NFIB small business optimism since
So far, 2022 hasn’t been the best year for humanity. Ukraine isn’t the world’s only
I’ve said this before, and it turned out to be wrong, so I hesitate to
Although the S&P just logged its first losing quarter since the onset of the pandemic,
Only twice during the past 50 years have US consumers been more concerned about reduced
One bank’s “hotter but shorter” cycle thesis is beginning to look quite prescient. Around a
Equities saw their largest inflow in five weeks, but the nascent bounce in global shares
The Fed “has a lot of wood to chop if they’re serious about removing the
The war in Ukraine will weigh on the US economy this year, increasing the odds
The US economy added far more jobs than anticipated in February, the government’s report showed.
The Russian economy could “collapse” under the weight of Western sanctions, JPMorgan said, in a
Consumer sentiment collapsed in early February, the preliminary read on the University of Michigan’s gauge
I have to admit, I’m not enamored with the spin the White House is putting
“How can this possibly end well?”, America’s largest bank wondered, in a new note. It
Sentiment was muted Tuesday, as investors searched for something to latch onto in the void
If you ask one bank, the Fed will hike seven times in 2022. So, at
Following an optically impressive advance read on Q4 GDP, I wondered (aloud) if the US
Notwithstanding wild post-earnings crashes for a trio of large-cap growth favorites culminating in Facebook’s historic,
Expectations for an angry, vengeful, hawkish Fed shift will be weighed against top-tier US data
It was back to hand-wringing over rising rates Tuesday, as the US came back online
Bill Ackman did some thinking over the weekend, and like all great thinkers before him,
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