Trillion-dollar giants like Apple, Amazon and Microsoft are still good companies as the early post-pandemic recovery recedes in the rear view . . . but
You can make decent money on Wall Street by sticking to consensus logic, the trades that just about everyone agrees make sense. But the trades
I hope your summer is going well. Here in the New York metro area, the new strain of COVID has once again filled emergency rooms and while the vaccines help mitigate the symptoms, they aren’t stopping the disease entirely. That’s a real shadow as we
Jeremy Grantham is a legend. He says Wall Street is in a bubble bigger than the one that popped in the dot-com era. That’s the headline people are spreading to make you nervous enough to sell your stocks. It worked well before the bargain hunters
Wall Street wanted too much from this earnings season, even though this week has been fantastic for long-term investors. The only people frowning are traders who won’t settle for anything less than absolute instant gratification. And when you take a step back, it’s clear that
There’s more noise around Wall Street than ever before. It’s going to get worse once earnings season starts in a few weeks. Especially where volatile stocks like Tesla Inc. (NASDAQ:TSLA) and Palantir Technologies Inc. (NYSE:PLTR) are concerned, it’s essential to be able to distinguish empty
On the surface, the market has everything it needs to be afraid of the future. Economic progress is slowing. Inflation is elevated and taxes probably will go up. Add it all up and you have a recipe for malaise, if not outright misery. So, why
Inflation is here. Consumer prices, counting food and energy, jumped 4.2% in the last year. That’s no longer news. But as Wall Street adjusts to our inflationary reality, the market headlines are shifting away from the Silicon Valley stocks that ruled the world last year.