Is it Time to Sell in May and Go Away?
Let's recap some of the main worries behind the selloff. Unfortunately, I think the trading action gets worse before it gets better.
Beijing's Covid Outbreak Sends Chinese Stocks South
The CSI 300 plunged to its lowest level in two years as residents of the Chinese capital stripped grocery store shelves bare amid lockdown fears.
Technical Conditions Continue to Deteriorate as Major Earnings Reports Roll In
The market is trying to discount all the negatives out there, and it is a process that takes some time.
An Awful Situation, Surging China Pandemic, Markets Find Religion, Fed, Earnings
One positive takeaway last week was the very low trading volume for Nasdaq-listed stocks in aggregate and for constituent names of the Nasdaq Composite.
Upbeat Indonesia Becomes Asia's Investment Alternative as China's Prospects Sour
Southeast Asia's largest economy is going strong and offers a contrast to lockdown-battered China.
Asian Equities Buffeted by Dual Crosswinds
Interest rates are rising in much of the Asia Pacific region, but the two largest Asian economies persist in very low rates and weakening currencies.
Rising China Recession Risk Could Be Exported Around World
China's economy grew 4.8% in Q1, but many China watchers say the numbers are getting increasingly unreliable.
Fed, Interest Rates, Earnings, Markets, China's Economy, Domestic Economics
Place a percentage on the likelihood of recession? It sounds more like someone trying harder to not get it wrong than trying to get it right.
Is Nike Set for a Good Run?
Management signals risks are overdone -- and Wall Street takes note.
Alibaba Loses Its Magic -- And a Big Chunk of Charlie Munger
Whatever it is that Munger knows about Alibaba is far less important than the fact that he's a seller.