Almost exactly a year ago at this time, I warned that markets were due for a sharp correction and that the emergence of COVID-19 was more than a valid reason.
Read moreAmerica's Cities Are in Crisis. They Should be Allowed to Raise Debt to Save Themselves
That kind of help from the federal government has been sorely lacking during the pandemic—and is utterly essential to any meaningful and sustainable economic recovery for the whole country.
Read moreHow the GameStop Trading Surge Will Transform Wall Street
That has often been the case, but then came the GameStop phenomenon when a tsunami of that so-called dumb money flooded parts of the stock market, leaving Wall Street professionals not just scratching their heads but a few of them badly wounded.
Read moreStocks Are Recovering While the Economy Collapses. That Makes More Sense Than You'd Think.
What is going on? How can it be that stocks are soaring when the economy is crashing?
Read moreThe Coronavirus Won’t Be an Economic Catastrophe — Unless We Let it Become One
It would be nice to be able to say when this will settle down, but as the old market cliché goes, no one rings a bell when markets hit a bottom.
Read moreA Stock Market Crash Was Coming, Coronavirus Was Just the Spark
It was the worst week for stocks since the financial crisis in October of 2008. It may get worse still.
Read moreWhat the Stock Selloff Tells us About the Future of Tech
The past three months have not been kind to large public technology companies. Amid crescendos of criticism about monopolistic power, these companies saw their market value plummet. The rampant selling has leveled off, at least for the moment, so it’s an opportune time to ask: What comes next?
Time to Revisit Growth vs. Value Debate
Growth versus value. For many years, that was one of the central debates for investors, analysts, managers, and financial advisors. Growth and value stocks seemed to be the yin and yang of stock investing, with radically different characteristics that attracted investors with different temperaments.
Read moreIs the Fed’s Impact Overblown?
Zachary Karabell of Envestnet discusses Fed policy and the next move for stocks with Brian Sullivan.
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