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MARKET CALL: Wall Street Is Main Street
Conspiracy theories are usually wrong even though they seem to explain a lot. The latest conspiracy theory floating on social…
Stock Market
The stock market is driven by two key variables: the earnings estimates of industry analysts and the valuation multiple that investors are will to pay for those expectations. These QuickTakes monitor the latest developments relevant to stock investors.
202 posts
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DEEP DIVE: Annihilation Days
đź’ˇThis is a special advance release of Monday’s Morning Briefing, normally reserved for our institutional clients. Given recent developments,…
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Stock Vigilantes Declare: 'Mr. President, Tear Down This Tariff Wall!'
China imposed a 34% tariff on imports of US goods in retaliation for President Donald Trump's trade war…
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MARKET CALL: 'There Will Be Flexibility'
When President Donald Trump was asked on Friday about his tariff policies, he said: "I didn’t change my…
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Scared Cat Bounce?
The S&P 500 rebounded nicely today in the morning after falling into correction territory yesterday (chart). Was yesterday…
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The Trump Put Is Kaput!
Vertigo is a sensation of spinning or whirling such that the person or their surroundings appear to be moving. The…
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Stock Market Vigilantes On The Warpath
The Stock Market Vigilantes have spoken. They don't like tariffs, and they don't like mass firings…
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MARKET CALL: Investing Without A Trump Or Powell Put
Anything is possible in Trump World. We can't rule out the possibility that a bear market started on…
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Getting Dizzy? Buy Gold.
Stock prices are falling because Trump Turmoil 2.0 is making investors dizzy. Just today, President Donald Trump confirmed that…
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MARKET CALL: Still In Choppy Waters Or Going Over A Waterfall?
Our answer to the title's question is that the stock market is still in choppy waters. Admittedly, it…
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Sentiment Remains Remarkably Bearish, Which Is Bullish
Stock price indexes are back at record highs. Yet the stock market's sentiment indicators have turned stubbornly bearish…
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MARKET CALL: Momentum Is Hard To Stop
The bond and stock markets were closed today for MLK Day. When they reopen tomorrow, we will all be able…
