Stock Market
The Fed Cuts Rates By A Quarter Point
July 31, 2019
The Fed Cuts Rates By A Quarter Point
As widely expected, The Federal Reserve cut its target federal funds rate by ¼ point, the first rate cut since…
Interest Rates, Spoiled Investors and the Federal Reserve
July 29, 2019
Interest Rates, Spoiled Investors and the Federal Reserve
A rate cut, a rate cut! My kingdom for a rate cut! With apologies to Shakespeare’s Richard III, that…
Market Dependent On Investor Expectations About Resolving Trade Dispute With China
July 6, 2019
Market Dependent On Investor Expectations About Resolving Trade Dispute With China
How many times have we read about market movements are inextricably linked to investor expectations for a resolution to the…
Investors Should Plan For Continued Market Volatility
May 18, 2019
Investors Should Plan For Continued Market Volatility
I noted previously that the stock market was ill-prepared for a protracted trade disputes between China and the U.S. Investors…
Market Not Prepared For Protracted Trade Dispute With China
May 18, 2019
Market Not Prepared For Protracted Trade Dispute With China
https://www.reuters.com/article/us-usa-trade-china-backtracking-exclusiv/exclusive-china-backtracked-on-almost-all-aspects-of-u-s-trade-deal-sources-idUSKCN1SE0WJ Exclusive: China backtracked on almost all aspects of U.S. trade deal - sources David Lawder, Jeff Mason, Michael Martina…
The Stock Market is Dangerously Fragile
May 18, 2019
The Stock Market is Dangerously Fragile
Although the market continues to advance, approaching its all-time records, there are some worrisome signs about the stability of its…
Seth Klarman On The Pitfalls Of Predicting Future Growth
April 23, 2019
Seth Klarman On The Pitfalls Of Predicting Future Growth
Seth Klarman, chairman of the Baupost Group, and one of the most successful value investors on Wall Street, has long…
What the Heck Is A “Tech-Hungry” Investor?
April 19, 2019
What the Heck Is A “Tech-Hungry” Investor?
If I read in the Wall Street Journal or Barron’s the term “tech-hungry” investor one more time, I think I…
Advanced Micro Devices Continues to Surge
April 11, 2019
Advanced Micro Devices Continues to Surge
Shares of Advanced Micro Devices Inc. (NASDAQ:AMD) gained recently on news that Alphabet’s (NASDAQ:GOOGL) Google will use its 7 nanometer…
Lessons From the Lyft IPO
April 11, 2019
Lessons From the Lyft IPO
On Wall Street, there always seems to be a reliable flock of complacent investors condemned to follow the crowd. After…