There has been a lot of chatter about magazine covers lately; We can clarify some of that with this post (originally published in...
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A quick note to answer this question: What happens after markets make a new all-time high (after a year w/o one)? Check out the...
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At the Money: Is War Good for Markets? (February 14, 2024) What does history tell us about how war impacts the stock...
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What are the Bull and Bear cases for 2024? I don’t do annual forecasts1 because the short-term is way too random....
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Love this giant chart! You can order one at Investments Illustrated
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I have a vivid recollection of the period following the Great Financial Crisis: I spent March to September of 2008 writing Bailout...
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After a monstrous 68% recovery from the March 2020 pandemic low, and another nearly 30% gain in 2021, markets decided to...
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The transcript from this week’s, MiB: Jawad Mian, Stray Reflections, is below. You can stream and download our full...
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Let’s see if I can find something to counter and/or undercut each of these 10 items listed in this morning’s...
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