Economy
Will Microsoft and Artificial Intelligence Save the Market?
AI is going to benefit many companies in various ways, but it is not going to stop the economic cycle.
What's Really Going to Light a Fire Under This Market?
There's a lot to think about between T-bills, the debt ceiling, 0DTE VIX, geopolitical risks, the demise of the dollar and earnings, but are any worthy of a 'rant'?
Indonesia's IPO Market Is Outrunning Wall Street This Year
With natural resources companies going public and a privatization push, these are halcyon days for Jakarta's capital markets.
I Expect We'll Get a Breakout or Breakdown on Earnings, but I Don't Know Which
That's why we wait for confirmation rather than anticipate which way the market will move.
Mixed Macro, Fed Debate, Earnings in Full Swing, S&P, Busy Week Ahead
Will our policy makers continue to favor the fight against consumer level inflation over economic performance?
If Bears Are Right, We'll Start Seeing a Negative Reaction to Earnings This Week
The bulls are too optimistic about how the economic situation will unfold.
I'm Worried About the Yield Curve and You Should Be Too
'Sell in May and Go Away' is likely to loom large this year.
A Fearsome Foursome of Reasons Not to Own Tesla Stock
Be very, very careful where you source your investing advice. Not seeing the forest for the trees is both clownish and expensive.
Tesla Tarnished, Elon's 'Autonomy', Beige Book Plot Thickens, Cisco Plunges
It appears Musk is not coming to this market's 'emotional rescue.'
Netflix Is Hardly a Growth Stock: Here's How to Play It
Earnings results were mixed and the performance was 'so-so'.