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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Please don’t forget Hyman Minsky. The past few days, I have been directing your attention to various framing to...
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Intraday reversals like the one we witnessed yesterday, January 24 — down 4% before recovering to close up 1% — or its...
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I am prepping some charts for our quarterly conference call for clients, but really, the only questions on anybody’s...
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To hear an audio spoken word version of this post, click here. My colleague Michael Batnick wrote a great post...
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