Market Overview Analysis & Opinion

US futures are indicating a very slightly higher open as of 04:05 ET. European equity markets have opened mixed, following broadly higher levels in Asian markets. Recent strength in equity markets...

This week is huge: revisions to 2023 CPI, US labor market print, the Fed, and, most importantly, the Quarterly Refunding Announcement (QRA) everyone talks about.So I thought I’d share an initial...

This week will be busy, and if you are taking time off, don’t.The news starts Monday afternoon and runs through Friday morning, and all of it will impact where stocks and rates go from here...

Hedge Fund Tips with Tom Hayes – VideoCast Article referenced in VideoCast above: “Proud Mary” Stock Market (and Sentiment Results)… “Proud Mary” is a song by...

The only thing that was genuinely surprising in yesterday’s fourth-quarter report on US economic activity was the strength of the increase.The positive directional bias, by contrast, has been...

US futures are pointing to a lower open as of 04:05 ET. European equity markets have opened mostly higher, following largely weaker levels in Asian markets. Sentiment weakened after mixed earnings...

Two Evercore Titans Weigh in on Big Tech, Big Oil, Digital Ads, Clean Energy, & Their Top 2024 Picks  

A lot of people thought I was crazy for adding a cryptocurrency allocation to a safety-oriented portfolio. But as I explained at the time, adding more types of assets – including a highly...

Crocs (CROX) is a Colorado-based footwear company that was founded in 2002 and has two well-known brands, Crocs and HEYDUDE. Analyst projections are conservative. But Crocs could do a lot better....

Driven by robust consumer spending, US GDP grew faster than anticipated in Q4 2023. The US gross domestic product (GDP), a key indicator of economic growth, grew slower in Q4 than the previous...

“Proud Mary” is a song by American rock band Creedence Clearwater Revival written by John Fogerty. It was released as a single in January 1969 by Fantasy Records and on the band’s...

US equity futures are indicating a largely flat open as of 04:45 ET. This follows slightly higher trading in Asian markets, whilst European equity markets are mixed to lower. Latest earnings takeaways...

Stocks finished higher, with the S&P 500 climbing by 0.08% on the day. Yesterday was not boring. It was very interesting and exciting in some ways to see how things are coming together, as I noted...

The Bureau of Economic Analysis appears set to report tomorrow (Jan. 25) that US output slowed sharply in the fourth quarter after Q3’s unusually strong gain.But Thursday’s GDP report is...