Dismiss the Impact of Rising Inflation and COVID Cases at Your Own Risk

The overall market seems to be mispricing the threats of rapidly increasing prices and the fast-spreading Delta variant.

Here Is What to Watch as We Enter the Month of September

The primary issue with seasonality is that it can be a good excuse for corrective action in the right environment.

Softbank, Naspers Switch Focus from China to India

The largest tech investors in Asia and Africa are scouring India for prospects after souring on China.

Inflation Is All Around Us, but for How Long?

That's the challenge for the Fed as it tries to determine the timing of tighter policy.

Is the Fed Ever Going to Taper? Can They?

For now, it remains a guessing game. So until then, enjoy the free ride.

A Senseless Sad Day, Fed Taper Talk, COVID and Kids, To Vax or Not to Vax

Plus, a look at Dollar General and Peloton Interactive, which both disappointed with their announcements on Thursday.

Market Fatigue, Treasuries Death Cross, Meme Memo, Taiwan Semi, Oh What a Night

I could be wrong, but as far as I can tell, nobody else is telling the story about the sudden movement in these yields.

Jim Cramer: This Rally Is Squarely on Pfizer's Comirnaty

This COVID-19 vaccine is the potential savior of more than just the market.

It's the Wrong Conclusion to Assume the Fed Is Actually Ready to Tighten Policy

The bull view on bonds isn't totally crazy. The prudent thing is to remain defensive on rates.

About That Reflation Trade

Today we are faced with higher input prices and sticky inflation at a time growth is slowing.