Market History Archives - The Big Picture

What if the Bull Market Didn’t Actually End?

Michael Batnick & I discuss the possibility that the events of this spring turn out to be just a cyclical bear market within the context of a longer term secular bull market. It’s happened before.

If 1987 did not end that secular bull, maybe Coronavirus won’t end this one:

Succinct Summations of Week’s Events 3.3.20

Succinct Summations for the week ending April 3rd, 2020 Positives: 1. 90% of the US is now under Shelter-in-Place orders, which should...

End of the Secular Bull? Not So Fast

Maybe Coronavirus Didn’t End the Bull Market Every rally or bust has large counter moves that may not be a real break...

Bill Bernstein on Pandemics & Markets

Ben sits down with investor, author and market historian William Bernstein to put the current crash into perspective with history’s...

BBRG: Maybe Coronavirus Didn’t End the Bull Market

Maybe Coronavirus Didn’t End the Bull Market Every rally or bust has large counter moves that may not be a real break...

Ask the Technicians: Is This A New Bull Market?

A number of media outlets, including Barron’s, CNN, and Marketwatch, have suggested that the 20% move off of the lows qualifies as a...

Are Markets Wise — or Probabilistic?

Are crowds collectively “smarter” than any one individual? Are markets all that efficient? How much does Mr. Market actually know...

S&P 500 Intra-Year Declines

My favorite quarterly chartbook is out via JPMorgan: Source: JPMorgan:

Bull Market: Earnings or Multiple Expansion?

Source: @biancoresearch One of the least understood details of the great 1982-2000 bull market was just how significant the...

Succinct Summations of Week’s Events for 6.21.19

Succinct Summations for the week ending June 21st, 2019 Positives: 1. Markets continued their rally, adding 3 percent for the week. 2....

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