X

Latest

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…

Fed Reset Is A Pre-Emptive Strike Against The Worst Case Scenario

March 20, 5:00 pm EST The Fed met today and confirmed the signaling we've seen since early January. With the…