Profits, Policy And Priorities
One narrative says corporate profits have virtually never been healthier. It’s hard to argue the
One narrative says corporate profits have virtually never been healthier. It’s hard to argue the
The market’s pre-trading a challenging seasonal that normally waits until the back-half of September to
Goldman’s Scott Rubner is “back on all-time high watch.” Writing Monday at the beginning of
Somehow, it’s still controversial to suggest that rate hikes, and particularly the persistence of Fed
There’s a tactical opportunity to buy the dip between now and the September FOMC meeting.
Everybody’s astounded by the rapidity of the market recovery from the August 2-August 5 growth
Mark Zuckerberg knew just what to say to placate investors concerned about the temporal gap
Two of America’s vaunted “tech” septet reported quarterly results after the bell on Tuesday. Three
I’d like to pretend this week’s going to be lively and entertaining for market observers,
It’s a Berkshire weekend. In fact, it’s a “Woodstock for Capitalists” weekend. On Saturday, Warren
What we can’t get in sales we’ll make up for with buybacks and payouts. That
Tension was running high on Thursday afternoon in the US following a rough day for
Mark Zuckerberg will spend a lot of money. On AI. And on the metaverse. And
Cash! You have some. Now what do you do with it? If you’re a household,
Who’ll be the biggest buyer of US equities in 2024? If you said “Well corporations,
JPMorgan analysts led by Marko Kolanovic are undeterred in their defensive model portfolio allocation. If
Japanese equities have had a good run. And that’s an understatement. An entire generation of
I’m going to dial back (which is to say omit entirely) the sarcasm and snark
“Healthy.” That was one adjective bandied about Thursday, when the meteoric rally in Japanese equities
Guess what? Earnings season in the US went fine. Surprised? No? Me neither. I don’t
Time and again over the past two or three years, bears and market skeptics in
By noon on Friday, Meta was on track for a record. Not just a record-high
Janet Yellen surprised markets earlier this week when Treasury cut its borrowing estimate for the
Every quarter, once the verdict is in on earnings season, Goldman publishes an “S&P 500
The Berkshire acolytes will have to forgive me: There’s too much going on in the
Buybacks: Who doesn’t love them? Buybacks are shareholder capitalism’s crowning achievement. It’s stockowners who matter
Things are about to get real for corporates with a steep maturity wall. Even for
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