Jobs
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.
Simplifying the Rates Market
As Jackson Hole approaches, here are my views on tapering, rate hikes and the markets.
Bond Yields, Infrastructure Bill, Job Creation, Earnings, Vaccine Booster Shots
One thing we know is that the current wave of the pandemic just seems to be getting worse.
Why the July Jobs Report Could Be a Game Changer
What you need to know about the blowout report and where markets are likely headed next.
Wednesday's Woes, Market Blame Game, Robinhood Goes Bananas, Scary Delta Math
Imagine if the SEC did not prohibit underwriters from lending out shares to short-sellers for 30 days after an IPO?
The Inflection Point? Weak Organic Economic Growth, My Broad Investment Thesis
It must be pointed out that earnings have been better than excellent, but calendar year 2022 expectations have been dropping.
Not-So-Hot Thursday, Why Growth Will Stall, Unrelenting Virus, Snap Snapshot
Plus, what could be next out of the central banks and Congress and how it could affect Treasuries.
Jim Cramer: The Unintentional Consequences of the 'Rich Rush' Phenomenon
It's being played out in every single amazing little town in America: wealthy people descending on a bountiful area that simply can't handle it and very strange things happen.
What Accelerating Job Growth Means for the Market
It makes sense as all restrictions come off the economy that the small-cap sector should benefit the most.
Question Marks and Market Implications: Interpreting the June Jobs Report
Here's what the numbers mean and how the market will likely evolve from here.