‘Extremely Stretched’ (But Bullish Nonetheless)
I recently spoke of “undeterred” investors. Despite the tumult catalyzed by volatility in rates, market
I recently spoke of “undeterred” investors. Despite the tumult catalyzed by volatility in rates, market
It’s appropriate, in a macabre kind of way, that news of Netflix passing the 200
You don’t have to be a scholar to understand why it’s absurd to suggest that
Last weekend, I talked a bit more about equity supply/demand dynamics. The overarching point was
JPMorgan’s Marko Kolanovic grabbed plenty of headlines over the course of the pandemic, both within
Goldman thinks the market might be too pessimistic on the outlook for dividends. Obviously, the
From April on, the pandemic forced Wall Street analysts to toss out the playbook on
On Saturday morning, I offered a take on America’s economic future that was simultaneously optimistic
Warren Buffett’s faith in himself didn’t wane in the third quarter. After repurchasing more than
The US equity market is a lot like American society — inegalitarian and defined by
The next US president, whether Donald Trump (again) or Joe Biden, will inherit one of
Blue-chip US corporates may end up borrowing as much as $2 trillion in 2020, an
With expectations for a Democratic sweep becoming more entrenched by the day, market participants with
When it comes to US equities and a prospective Joe Biden administration, the debate has
Global equities were buoyant to start the new week as deal activity, a smooth leadership
Headlines for western markets on Wednesday revolved around some iteration on the narrative that equities
It’s with varying degrees of success that I’ve endeavored to explain to casual readers what,
Perhaps the most important thing to understand about the societal unrest that continues to play
Much has been made over the past several months about the impact of massive debt
It took a while, but participants in BofA’s closely-watched Global Fund Manager survey finally acquiesced.
The coronavirus crisis and attendant recession are nobody’s “fault”. That’s a common refrain, and it
Disciples of Omaha’s most famous granddad will be pleased to know that during the second
It’s official. America lived through the deepest downturn in the history of modern economic statistics
Earlier this week, in the course of summarizing the main points from the latest missive
The dollar is in a tailspin. That would be the story in the financial media
I take a relatively sanguine view of the Fed’s foray into corporate bond buying. That’s
By Ben Bernanke and Janet Yellen on July 17, 2020 In many respects this recession
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