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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…
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.
185 posts
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Market Call: The Worst & The Best Of Times
A Tale of Two Cities by Charles Dickens famously begins, ''It was the best of times, it was…
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No News Is Good News
Dr. Ed was interviewed on Bloomberg Surveillance this morning at 7 a.m (see link below). Ace journalist Lisa Abramowitcz…
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Looking For Black Swans In September
September has just started, and it is already living up to its reputation of being the toughest month of the…
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Market Call: Did Powell Just Pour Gasoline On Stock Market's Fire?
Fed Chair Jerome Powell's speech at Jackson Hole on Friday was unambiguously dovish, as we observed in that…
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Market Call: More Churning?
We've been expecting the stock market to churn for a while. We didn't expect it would…
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Rotating Market Betting On Pivoting Powell
This is what Fed Chair Jerome Powell is likely to say at his presser tomorrow: "The economy has been…
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Market Call: Burning Or Churning?
Geopolitical risk increased on Saturday after a rocket strike from Lebanon killed 12 people in Israel's Golan Heights.…
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Valuation-Led Selloff Led by Magnificent-7
Today's stock market rout was led by the Magnificent-7. The Roundhill Magnificent Seven ETF (MAGS) was down 6.…
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Market Call: Ups & Downs of the Stock Market Cycle
The S&P 500 is down 2.9% from its record high of 5667.20 on Tuesday, July 16.…
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Market Call: Earnings Reporting Season Likely To Broaden The Stock Market Rally
We've previously written that our number one concern for the stock market is unsettling domestic and global political…
