Russia
Baltic Powder Keg? Telltale Treasuries, Cringy Congress, Lost in Fed Translation
Despite Wednesday's hit, XLE remains the only sector SPDR ETF still up year to date (+34.8%).
Quad Meets as North Korean Missiles, Chinese and Russian Bombers Fly By
Joe Biden concluded his first Asian spin as president with a meeting of the Quad partnership, which is expanding well beyond its original security focus.
A Long, Potentially Pain-Filled Summer Lies Ahead
The impact of the war in Ukraine on food supplies and the effect of Fed rate hikes on the pace of the economy are big concerns moving forward.
Market Beatdown, Breadth, Russian Gas Flow, Fed's Board, Earnings, Stock Trades
Remember that this is a traders' market more than an investors' market. That's how it'll be until we have a change in trend and confirming follow through.
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.
Chop and Indecision, Bulls and Bears, Ackman and Netflix, My Overnight Trades
Casual observers might not realize that real sea monsters live under the placid surface of the deep green oceans before us.
It Is Still Too Dangerous Out There -- Even if That Is Consensus
Four big dangers for this market are keeping me cautious right now.
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.
Fed Posturing, Russia, China Covid, Markets, Earnings Season, Valuation
Let's see how this earnings season shapes up.