Tomorrow is my first full day back at work after a week of leave with family; I am slowly easing myself into my regular...
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Yesterday’s market bloodbath brought the S&P 500 down more than 18% from its highs; the NASDAQ is now more than...
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I wanted to say a few words this morning on the differences between secular and cyclical markets. This is more than just a...
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A few words about this year’s market action during this respite in the selling. Never disregard Occam’s Razor as an...
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After two years of 0 conferences, financial events, and public gatherings, I seem to be making up for lost time with a...
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My Friday Reads included a chart showing “where Americans get their news and who they trust for information.”...
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My favorite quarterly guide is out from JPM, and it’s a fun read-through. The chart up top is a perfect example of a...
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Barry Ritholtz, Bloomberg Opinion Columnist and Ritholtz Wealth Management Chairman and CIO says pullbacks are what markets do. He speaks...
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2014 S&P 500; showing Russian Annexation of Crimea (circled in red) Has it really been two years since my last...
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I used to work on a trading desk. It was during the 1990s, in the middle of an amazing tech boom. I had two money lines, an...
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