Lyft And Uber IPOs Mark Euphoric Stage Of Internet 2.0
April 3, 5:00 pm EST We've talked about the prospects that Lyft and Uber, dumping shares on the public at a…
V-Shaped Recovery For Oil Prices Underway
April 2, 5:00 pm EST Oil is one of the biggest movers of the day, now back above $60. That's…
Lyft IPO Is Exposing The Valuation Gap Insanity
April 1, 5:00 pm EST Last week we talked about the buildup to the Lyft IPO. Lyft, "lifted" to a…
Why The White House Wants The Fed Spigot Open
March 29, 5:00 pm EST We've talked about the prospects of a repeat of 1995, when the Fed flip-flopped -- cutting rates,…
Lyft: Hyper-growth valuations unlikely to give investors hyper-growth
March 28, 5:00 pm EST Earlier this month, we talked about the big IPO agenda this year. We have some…
Fed’s Flip-Flop Leads Us To This 1995 Chart
March 27, 5:00 pm EST We've talked this week about the yield curve inversion. In response, the market is now pricing…
Fed’s 1995 Script Playing Out Again
March 26, 5:00 pm EST Yesterday we talked about the yield curve inversion. It was driven by the Fed walking…
Should We Be Concerned About the Yield Curve Inversion?
March 25, 5:00 pm EST There was a big technical break in the interest rate market on Friday. And the yield curve…
Bonds Look Overdone … Maybe From A Mueller Fear Premium
March 22, 5:00 pm EST Stocks have swung around this week and will finish down just around three-quarters of one percent…
Fed’s Strategy Reset: Set The Bar Low
March 21, 5:00 pm EST Stocks came back strong today as the market has had a little more time to…