Doug Kass: How Did Bank Stock Investors Get So Clueless?
Banks stocks are still a 'full-on Monet.'
The Market Is Flipping Elon Musk the Bird
Also, play the companies that benefit from inflation, not Cathie's clowns, which are hurt by it.
I Like JPMorgan But Is Now the Time to Invest?
It's not everyday that one hears the CEO of a major money center bank come out and tell you that the future just might not be all that bright.
The Time for Inflation to Be Resolved Benignly Has Passed
The possibility of a recession in the quarters ahead cannot be dismissed.
Markets, Russia, China and the Fed
I am more concerned, for markets, about quantitative tightening than rate hikes.
I'm Not Totally Convinced That Buyers Can Keep Pushing the Action
The hope is that we are hitting peak inflation, but the overall technical picture remains difficult.
Technical Conditions Deteriorate Amid a Hot CPI Report
Nearly everyone agrees that the CPI reading will stay strong for quite a while.
It's Stagflation All Over Again
If this period plays out similarly to some four decades ago, investors can expect PE multiples to contract significantly for the overall market.
Firmer Footing, China and India Play Nice with Russia, Under O'Reilly's Hood
The indexes manage to register a mixed day on Thursday as St. Louis Fed President James Bullard speaks on the fed funds rate.
3 Recession-Proof Dividend Stocks
The prospect of a potential recession this year means investors must be more vigilant than ever in selecting stocks for their portfolio.