Latest Insights
Trading Desk: The Bear Went Too Far
Many of our positions have been rebounding so robustly that some investors scared by last year’s bear market are having uncomfortable flashbacks. “Is this a
Trading Desk: No Fed Shock Coming
There’s no Fed dread out there. In fact, there’s less than there was a month ago, when bond yields started climbing. Anything you hear otherwise
Trading Desk
Get Hilary Kramer’s weekly market and stock insights delivered directly to you inbox…for FREE!
IPO Corner: Clean Marine
Every year, millions of people from all walks of life trek to waters considered by many to be the most sacred in the world, those of the Ganges River. During pilgrimages, souls bathe in the river in hopes that, through the execution of the ritual,
Trading Desk: Sell The Fed Dread, Buy The Fact
That wasn’t so bad, was it? A year ago, Jay Powell kicked a promising Wall Street rally in the teeth by warning that the war on inflation wasn’t going to be a walk in the park. Today shows that he’s run out of scary things
Trading Desk: Are 4% Yields Really The End Of The World?
It happened like clockwork. Something nudges long-term interest rates above 4% and a perfectly good rally in the stock market evaporates. This time, the trigger was a shock cut to the Treasury’s credit rating . . . a significant shift in the bond market but
GreenTech: Sustainable Coffee
Coffee demand is up, and by 2030, we’re going to need more… a lot more. According to a Columbia Center on Sustainable Investment study, 25% more. Seems we’re so thirsty for coffee as a species, that we’re expected to up our consumption to six billion
IPO Corner: Deja Yahoo
Yahoo… a name as synonymous with internet history as Google or Microsoft. It’s one of those companies that has been around for so long, and played such a prolific part, that it’s forever engrained in our cultural discourse. Case and point: an article published by
IPO Corner: Beauty Tech
Americans have a history of obsession with beauty technology. In the early 1900s, the curling iron burst onto the scene in mass, eliminating curl by flame or hot coal (yes, we used to do that). The lipstick tube also became available via mass production… just