I wanted to say a few words this morning on the differences between secular and cyclical markets. This is more than just a...
Read More
A few words about this year’s market action during this respite in the selling. Never disregard Occam’s Razor as an...
Read More
After two years of 0 conferences, financial events, and public gatherings, I seem to be making up for lost time with a...
Read More
My Friday Reads included a chart showing “where Americans get their news and who they trust for information.”...
Read More
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...
Read More
Barry Ritholtz, Bloomberg Opinion Columnist and Ritholtz Wealth Management Chairman and CIO says pullbacks are what markets do. He speaks...
Read More
2014 S&P 500; showing Russian Annexation of Crimea (circled in red) Has it really been two years since my last...
Read More
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...
Read More
Please don’t forget Hyman Minsky. The past few days, I have been directing your attention to various framing to...
Read More
Intraday reversals like the one we witnessed yesterday, January 24 — down 4% before recovering to close up 1% — or its...
Read More
