Many times when I suggest that authorities will respond to this coronavirus situation with the MOAS (Mother Of All Stimulus), I get lectured how there is no way countries can stimulate because of; a) lack of fiscal room b) inability of different nations to...
Although I was aware of the trend towards E.S.G investing, I didn't understand the true magnitude of it until the recent action in Tesla.  Lots of people tell me that Tesla went up on its own and that E.S.G....
The other day a reader was kind enough to send me a video of a terrific interaction between two hedge fund legends.  Last month, Ray Dalio and Paul Tudor Jones sat down at the Greenwich Economic Forum to discuss a variety...
By necessity, today’s topic will venture into the world of politics, so I warn you now - you might be offended. Actually, I have decided to cut jabs at all politicians, so if you feel like your team has...
When I first cracked open Market Wizards by Jack Schwager as a pimply-faced teenager, I was mesmerized. Here were all these traders revealing the intricacies of their craft. I read it. And reread it. And then read it again....
Wild day in the markets. Emerging markets are getting crushed like a 1980s teenage nerd asking the head cheerleader to prom. As I write this, the EEM ETF is down roughly 3% on the day, and down more than...
I don’t know about you, but I’m worried. The economic cycle is long in the tooth. Equity valuations are stretched. The yield curve is flattening. Emerging markets and other liquidity-sensitive markets are sagging. The Federal Reserve is raising rates...
You had to know that last week’s Barron’s cover was too good for me to pass up. Come’ on. It’s just screaming at me to write a post. It’s like Lindsay Lohan attending a celebrity vodka launch event - you...
Let’s talk earnings for a bit. Specifically, how the 2017 tax cut affected S&P 500 earnings. We all know the story. America’s corporate tax rate was uncompetitive and created distortions in the economy that prevented companies from investing in the...
It was about a month ago that President Trump first warned us. Having finally figured out he had considerable power to affect trade policy, Trump went on the offensive. As I always promise, I will leave politics aside and refrain...
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