Conventional Wisdom

It may seem like a broken record at this point, hand wringing about the seeming disconnect between equity markets and…

4 years ago

The August Lull?

We tend to think of August as a quiet month in Wall Street terms, an August lull, but it seems…

4 years ago

The permanent bull?

Strangely it feels like a permanent bull market. We know the FAANG stocks are a huge part of it, but…

4 years ago

What’s Next?

What’s next? With Congress fighting, markets high and concentrated in big tech, Coronavirus raging again, another downturn seems more likely…

4 years ago

Washington’s Market

If you don’t think this is Washington’s market just look at that chart. Global stimulus (so it’s not just us)…

4 years ago

Enigmatic Markets

These are enigmatic markets...hard to explain, yet always on the precipice. The longest bull market ever and Covid-19 together. A…

4 years ago

Eerie Market Equilibrium

The economy and markets Are we at some eerie market equilibrium? Is it sustainable? Will it tend up or down…

4 years ago

Coronavirus second wave

Coronavirus second wave could have serious implications for public health, the economy, and global markets. How best to make sense…

4 years ago

Which direction now?

Which direction now? With markets continuing their see-saw pattern, which direction now? Last week saw a generally flat Dow after…

4 years ago

The New Bottom?

With markets faltering late last week and struggling the past two weeks, is this the new bottom? Coronavirus appears to…

4 years ago

This website uses cookies.