Why The Size Of A Senate Majority Is ‘More Important Than Ever’ And The Fate Of The Filibuster
When you think about the economic and market implications of a prospective Democratic sweep in
When you think about the economic and market implications of a prospective Democratic sweep in
Markets were optimistic Friday as investors awaited news on fiscal stimulus in the US and
US equities managed to recover from fairly steep early losses to close mixed Thursday, as
Escalating rhetoric from Donald Trump and lingering suspicions that, after 2016, the polls can’t be
“Long US Tech” was identified as the most crowded trade in the world for the
US equities screamed higher Monday, even as the path to a pre-election stimulus deal remained
Journalists long ago ran out of euphemisms when it comes to describing Donald Trump’s singular
If you’re reassessing your outlook for equities (or any other asset class) Friday in the
As you might imagine, analysts spent Friday morning gaming out possible scenarios around Donald Trump’s
When it comes to US equities and a prospective Joe Biden administration, the debate has
All’s well that ends with the Nasdaq posting its first weekly gain in four, I
As markets look warily ahead to the most consequential US election in modern history, it’s
Crazy times On Tuesday, after a half hour search finally turned up my missing envelopes
You can now toss out whatever expectations you may have had for the news cycle
So far, September is an “upside down” month. Previously bulletproof mega-cap tech shares plunged into
“After a short period of time, after about 18 months, they become very dry, they
Was that it? Market participants will be asking themselves some version of that simple question
Barring some kind of truly dramatic, nightmarish spiral in risk assets on Monday and Tuesday,
“I’m buying the dip, who’s with me?!” If I frequented retail investor Reddit boards, I
“The horror”, Bloomberg’s Eric Balchunas joked, on Tuesday evening, after a third straight day of
In the context of the historic summer surge, it would be strange to characterize the
If you were wondering how much SoftBank made buying calls on US tech stocks over
“Think back to last week when the bulls were telling us that the market was
We now know that SoftBank was the “Nasdaq whale”. For at least a week prior
Global equities took the largest selloff in US shares since June largely in stride, although
Lost in a truly egregious rout for US equities on Thursday was news that Steve
On Thursday morning, tech shares in the US plunged in what was poised to be
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