Goldman Upgrades Stocks Despite Uncertainty. Also Likes Cash (You Know, Just In Case)
It’s not immediately obvious that now is the time to get bullish on equities amid
It’s not immediately obvious that now is the time to get bullish on equities amid
“I am not confident of responding to the trust of the people while I am
Markets exhibited a desire to extend the pro-cyclical bent witnessed over the past couple of
“The only time to worry about stocks is when US equity fund flows turn positive”,
As evidence mounts to support the contention that economic activity in the US is leveling
The dollar is in a tailspin. That would be the story in the financial media
“Up until the end of March, there was little divergence [but] since April, all of
This time last week, Chinese retail investors were feeling “invincible”. Eight straight days of gains
Donald Trump has “ruled out” more sanctions on top Chinese officials for now, according the
Let us hope that Peter Navarro’s comments to Fox News on Sunday aren’t indicative of
“The entire professional investor universe is, in my mind, basically a momentum trader themselves”.
…even as these long, summer days feel sleepy and aimless.
Great questions, all.ÂÂ
“…trade policy should be less disruptive and the volume of nonsense tweets will be substantially reduced”.
“I really think it’s a pretty good situation”.
A tale of “growth expectations jumping, cash levels collapsing, and risk appetites surging”…
“…progress on the next fiscal package remains elusive”.
We could see 3,250 within days.
74% say America is on the wrong track. But the stocks are fine. Thanks for asking.
“China’s coverup allowed [COVID-19] to spread all over the world”.
Human rights take center stage in worsening spat.
“At what point does the stark disconnect between Wall Street and Main Street become a political embarrassment”?
“…we no longer have our freedom”.
The tail risk to end all tail risks?
“We’ll see an HBO special about it ten or 15 years from now”.
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