Crash
Some of the best films are structured such that audiences are compelled to consider the
Some of the best films are structured such that audiences are compelled to consider the
“During the month of May, bearish investors took victory laps — until the last week
If the current malaise on Wall Street is a non-recession correction, it’s an unusually long
Warren Buffett finally found something to buy besides his own shares. A string of investments,
Amazon delivered disappointing revenue guidance after the bell Thursday, underscoring the notion that even the
Stocks are likely to rebound this week amid rebalancing, hedging dynamics, incremental buyback flow and
Markets may lose a key pillar of support just as equities appeared to find their
A slate of top-tier US data greets market participants in the new week, as equities
Market participants need a narrative. We have to ascribe causality. It makes us feel more
Sentiment was muted Tuesday, as investors searched for something to latch onto in the void
“The stock market is not only in correction, it is already in bear market territory
I’m a bit of a broken record sometimes, but only (or mostly, anyway) because in
The stock market isn’t the economy. We say that all the time. It’s almost a
Plainly, Jerome Powell risked further destabilizing fragile US equities at the January FOMC press conference.
January’s stock swoon isn’t out of sync with fundamentals and played out largely as expected
“I never thought I’d see a $3 trillion market cap,” one incredulous PM said this
“We like this,” one CIO said, on the first day of the last week of
The holiday lull began to set in Wednesday — finally. The arrival of Omicron and
“Our view is that 2022 will be the year of a full global recovery, an
On the heels of a massive three-day rally on Wall Street, analysts are raising their
Over the course of 2021, the notion that OpEx is associated with vol expansions and
700 points separates Goldman’s year-end 2022 target for the S&P 500 from Morgan Stanley’s forecast.
I say it every quarter: They always sneak up on me. “They” means Berkshire weekends.
Even if central banks stumble into a policy mistake and it all comes crashing down
“No one got everything they wanted in the bill, including me,” Joe Biden said Thursday,
When it comes to equity demand, there’s no bid quite like the corporate bid. Buybacks
The biggest risk to US equities isn’t peak growth. It’s higher taxes. That’s the message
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