2% Is The New 10%
Days like these make it difficult to stick by any disciplined “strategy,” no matter how
Days like these make it difficult to stick by any disciplined “strategy,” no matter how
If the question is whether there’s room for market participants to increase their equity exposure
It’s been all about the macro for quite some time now. Those who enjoy the
On Sunday morning, while sitting cross-legged on the back deck and frowning out through the
As I was briskly running through Jamie Dimon’s latest annual letter, it occurred to me
The mood seemed tentatively upbeat as some markets returned from the holiday Monday and US
Suddenly, there is an alternative. Or at least that’s one way to look at the
US equity futures were higher ahead of Friday’s all-important nonfarm payrolls report, which, as expected,
Joe Biden wants to tax corporations at a higher rate in order to help offset
Chinese stocks crumbled Friday, diving nearly 3%, a slide some attributed to acrimony during high-level
Jerome Powell’s odds of skating through the March FOMC press conference unscathed were long. There
The increasingly tense standoff between the bond market and the Fed will culminate this week
For a few hours in Asia, it looked like selling pressure inherited from Wall Street
European and US equities appeared largely inattentive to a selloff in Asia Wednesday. In Hong
I hesitate to weigh in on this, partly because the situation can turn around so
You had choices Thursday when it came to what deserved your attention. Remember: Barring significant
America’s “energy crisis” continued to grab headlines Tuesday, where “crisis” just meant (and forgive me
“Texas isn’t well prepared for unusual Arctic weather,” a hilariously understated bullet point from a
Equities were “broadly neutral” with the rally “on hold,” one headline read early Thursday. Implicit
A sense of normalcy returned to markets Tuesday, assuming you accept that “normal” entails inexorably
The week ahead features the first monthly payrolls report since Joe Biden assumed the presidency.
If you’re a retail investor or otherwise count yourself among the multitudes of market participants
After drawing down more than $500 million from a credit line with a half-dozen banks,
People keep asking me about GameStop. I’ve been extremely reluctant to engage. But, against my
Risk sentiment was generally muted to start a week that will feature key economic data
The Fed takes center stage this week, and it’s probably not a stretch to suggest
Global stocks hit new highs and the dollar dropped a fourth day as investors leaned
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