Yesterday I spent some time with Eric Balchunas recording a Masters in Business podcast. Balchunas is Senior ETF Analyst for...
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I was chatting with my friend Pete Dominick last week, and he asked about consumer sentiment. I tossed out a few reasons...
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“I constantly remind our employees to be afraid, to wake up every morning terrified. Not of our competition — but of...
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Following a negative GDP print in the first quarter, a strong but inflation-racked economy expanded in the second quarter...
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Bernie, Bernie, Bernie. Of all the endless Wall Street things to be legitimately angry about – excess fees, leverage, conflicts...
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Yesterday’s discussion on Sentiment generated a lot of interest. Some people agreed that echo crashes are a form of...
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If everybody in America read this book there would be a revolution: “The Man Who Broke Capitalism: How Jack Welch Gutted the...
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“Buy Yourself a F*^king Latte” was one of the more popular pieces I wrote in 2019. It was a debunking of a...
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“It’s the Fed’s fault!” That has been the rallying cry for so many misguided analyses and criticisms going back...
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As the market recovered from the great financial crisis, rallying off the lows, we kept hearing one rallying cry:...
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