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View all articlesIs this the “secret weapon” behind the resilient U.S. economy? (from The Wall Street Journal on October 8)…
Read articleHistory suggests investors would be wise to prepare for a period of higher conflict (from Bob Elliott via X on October 9)…
Read articleHere’s another reason to expect U.S. deficits to continue to rise (from Otavio Costa via X on October 9)…
Read articleDon’t be fooled by the modest increase in unemployment following last year’s yield-curve inversion. It doesn’t negate trouble ahead (from Piper Sandler via The Daily Shot on October 10)…
Read articleBankers are now begging for another bailout (from Jack Farley via X on October 10)…
Read articleNearly half of U.S. public companies can’t earn a profit today (from Tracy Alloway via X on October 10)…
Read articleYet those unprofitable firms account for a sizable percentage of capital spending and employment (from Jesse Felder via X on October 10)…
Read articleNew rules require hedge funds to disclose short sales (from The Wall Street Journal on October 13)…
Read articleThis trend could put significant downward pressure on stocks (from Florian Kronawitter via X on October 16)…
Read articleThe market’s performance since last October’s low suggests the final bear market bottom still lies ahead (from Liz Ann Sonders via X on October 16)…
Read articleThe number of states with significant increases in continuing jobless claims has already reached recessionary levels (from Variant Perception via The Daily Shot on October 17)…
Read articleWhat top bank analyst Chris Whalen is thinking about the banking system today (from Jack Farley via X on October 17)…
Read articleBy this measure, the market is more expensive than ever before in history (from Swordfishvegetable via X on October 18)…
Read articleU.S. federal debt continues to set frightening new records (from The Kobeissi Letter via X on October 18)…
Read articleThe recent divergence between tech stocks and 10-year Treasuries is massive (from Torsten Sløk via The Daily Spark on October 18)…
Read articleThe U.S. dollar has lost nearly one-fifth of its value over the last three years (from Cullen Roche via X on October 19)…
Read articleThis year’s equity rally is not behaving like a new bull market (from The Wall Street Journal on October 20)…
Read articleToday’s macroeconomic environment looks increasingly like the 1940s (from Lyn Alden via X on October 21)…
Read articleThe stock market is becoming less stable beneath the surface (from Warren Pies via X on October 21)…
Read articleBank credit is now contracting for only the second time in nearly 50 years (from Game of Trades via X on October 22)…
Read articleThe “buyback window” reopened this week (from ZeroHedge on October 23)…
Read articleWall Street veteran Michael Mauboussin’s guide to identifying companies with strong competitive advantages (aka “moats”) (from Compounding Quality via X on October 3)…
Read articleWhat every investor should know about return on equity (“ROE”), one of Warren Buffett’s favorite metrics (from The Investing for Beginners Podcast via X on October 17)…
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