Articles: 129
24 Aug 2025, 13:16
Finance
Plus a charted review of the macro crosscurrents 🔀
19 Aug 2025, 19:01
When something 'typically' happens, it's probably expected and priced in 🤔
17 Aug 2025, 12:41
14 Aug 2025, 20:45
We may have already paid for the next downturn 🤔
11 Aug 2025, 17:08
Strategists see the S&P 500 climbing to 6,800, 6,900, 7,000, or 7,250 📈
10 Aug 2025, 13:31
04 Aug 2025, 19:55
At least there's a glass-half-full way of looking at what could be the next recession 🥃
03 Aug 2025, 12:40
01 Aug 2025, 20:55
When it comes to economic data, it's very difficult to hide the truth 🧮
29 Jul 2025, 17:17
Long-term growth always comes with a lot of short-term volatility 😥
23 Jul 2025, 12:19
CAPE was high in 2015, and yet it was followed by double-digit annual returns 📈
20 Jul 2025, 13:03
16 Jul 2025, 18:46
Taking a closer look at the U.S. stock market's standing in the world 🌎
14 Jul 2025, 22:11
Updates from Q2 earnings season could spark volatility 💥
13 Jul 2025, 13:04
11 Jul 2025, 16:32
Delta Air Lines and Levi Strauss offer hope for investors 👍
08 Jul 2025, 20:38
'The U.S. isn't exceptional, but Corporate America might be,' BofA said 🇺🇸
06 Jul 2025, 13:25
02 Jul 2025, 16:47
A potential tailwind for multinational U.S.-based corporations 💨
29 Jun 2025, 13:18
27 Jun 2025, 14:19
For the first time in four months 🍾
24 Jun 2025, 13:46
It's not as simple as saying that non-GAAP accounting is bad 🧮
22 Jun 2025, 13:09
16 Jun 2025, 19:09
Staying invested doesn't mean dismissing the risk of things getting worse 🤔
15 Jun 2025, 12:09
11 Jun 2025, 21:58
Volatility shocks are more common 🛬
08 Jun 2025, 12:33
03 Jun 2025, 19:35
There's a limit to what the investor class will tolerate 🛑
02 Jun 2025, 17:48
Four observations addressing investor concerns 👍
01 Jun 2025, 11:39
29 May 2025, 15:33
Are we really buying these earnings forecasts? And are elevated valuations justified?
27 May 2025, 18:58
Business investment activity took a hit in April 👎
