Latest Insights
Earnings Watch: Where The Growth Is
While everyone is still on high alert looking for signs of a recession in the consumer economy, Wall Street now seems to have weathered its
Strategy Session: No Pain, No Gain
Numbers aren’t susceptible to hype or horror. Nobody’s trying to pump them up or scare them. With that in mind, without guessing, would you say
Trading Desk
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Trading Desk: Why The Tesla Truck Dug Shareholders’ Grave
Long-term success on Wall Street often revolves around observing a simple truth. A stock high on hope can climb a long way, but when reality finally catches up with expectations, it’s probably time to sell. That’s what we saw with Tesla (TSLA) this week. We
Trading Desk: Why Goldilocks Investors Are Always Wrong
A year and a half into the most aggressive rate tightening cycle in decades, the economy remains stronger than many prominent forecasters predicted, with strong employment and enough ambient expansion to keep inflation alive. We’re still a long way from doomsday territory. Granted, the world
Trading Desk: The 120-Day Plan To A Stronger Portfolio
Stocks are down. The “fear index” is up 50% in the past month. Inflation keeps waving a red flag in front of the Fed despite the highest interest rates in decades. A recession seems imminent. Earnings have already dropped across the S&P 500 even though
Trading Desk: What’s So Scary About A Strong Job Market?
Cut through the horror stories of traders trying to frighten each other and guess what? While 10-year bond yields have climbed 4% in the past week to the highest levels since 2007, the S&P 500 and NASDAQ have moved forward as well. I challenge anyone
Trading Desk: Fear Walks, Money Talks
We’ve talked a lot about walls of worry in the last few months as Wall Street fixates on every possible sell signal: long-term yields are high enough to lure money out of stocks, the economy is too hot to kill inflation but a recession feels
IPO Corner: The Exploitation Of Space
All throughout history, intelligent men have reminded us that, in this life, the only constant is change… intelligent men like Heraclitus and Benjamin Franklin. Today, we have something far more advanced and wonderous than simple words to bring that point home to us: we have