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MARKET CALL: Game of Drones
Look up in the sky. It's a bird. It's a plane. It's Superman! Nope,…
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.
184 posts
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Contrarian Indicators Showing Too Many Bulls
We were very bullish at the start of this year with a Street-high year-end price target of 5400 for the…
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MARKET CALL: The Trump/Musk/Vivek/Santa Rally
For better or worse, Trump's New World Order will certainly be different from Biden's Old World…
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In Bessent We Trust
The Bond Vigilantes like Scott Bessent, who was nominated to be US Treasury Secretary by Donald Trump yesterday. Their vote…
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MARKET CALL: Bitcoin Going To The Moon, To Mars, To Infinity & Beyond!
We are increasingly asked about the outlook for Bitcoin. We don't have a clue because it doesn'…
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Lost Decade Ahead For Stocks With Only 3% Annual Returns?
We've been asked to comment on yesterday's grim forecast by economists at Goldman Sachs that the…
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Break Out The Bubbly: Lots Of New Record Highs
The S&P 500 and Dow Jones Industrial Average closed at records today. Leading the charge were technology stocks.…
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The Oscar For The Best Leading Economic Indicator
There have been numerous misleading economic indicators signaling a recession since the Fed started tightening monetary policy in early 2022.…
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Market Call: Back To Higher For Longer?
Remember the "higher for longer" mantra about the outlook for the federal funds rate (FFR) during the spring?…
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In 10 Charts: History & Future of DJIA and S&P 500
(1) The Dow Jones Industrial Average is on course to hit 60,000 by the end of the decade.
(2)…
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Raising Odds Of A Meltup
We've focused on three scenarios since the start of the decade: a 1920s-style Roaring 2020s, a reprise of…
