The Relationship Between Banks and the Yield Curve
US-China Rhetoric Weighs on Stocks
Secular Outlook Takeaways: Age of Transformation
This post will discuss ongoing market disruptors as well as three trends that may drive a major transformation of the global economy and markets.
5 Bitcoin Developments You Need to Know About
The Global War on Planning Ahead
In the case of the global economy, the leaks have been springing for years, but policymakers have been in denial.
Is the Energy Crisis Bad for Climate Change Investors?
What is Driving the Rally in Global Gas Prices?
Thinking Holistically About ESG
This post discusses the opportunities in investment-driven innovations levered to a more sustainable environment.
Pigs and Cats
Two totally unrelated stories caught our eye over the past week. Beyond the (somewhat tenuous) unifying theme of animals, they both speak to the power of progress.
5 Cybersecurity Stocks To Watch Before November 2021
Life Without The Bond Vigilantes
Showing Some Restraint
There is plenty of good earnings news this morning to get the stock market going, but because the going hasn’t been tough at all this month, the stock market isn’t really going like one might think.
Chart Advisor: Conflicting Results
Gold (GC) Weekly MACD Positively Crossing
Stocks Rise On October 27 As Turnaround Tuesday Finally Shows Up
Mid-Caps Breaking Out, Are Small-Caps Next?
How Much Pessimism Is Too Much?
Policy error, persistent inflation and COVID variants top the list of investor concerns. Rising vaccinations, positive earnings surprises and a steady Federal Reserve are among the bright spots.
The Greatest Peacetime Surge in Household Wealth
The Week that Was: October 18 to October 22
Colder Weather Helps Send Natural Gas Prices Soaring
Q4 2021 Tax-Loss Harvesting: Fixed Income and China ETFs
No Break Yet in The Positive Price Momentum
Just because some technical indicators might suggest the stock market is overbought on a short-term basis and ripe for a pullback doesn’t mean market participants will necessarily comply with that setup. They certainly aren’t in pre-market action anyway.
Ritholtz Wealth CFO Bill Sweet Talks the Biden Tax Plan, Direct Indexing and Lessons From Their Rapid Growth
We take an in depth look at the Biden tax plan and cover the major points investors should be aware of in it. Also we discuss what Bill has learned as an early adopter of direct indexing for clients.
Stocks Priced for Perfection and Dollar in Focus
The earnings carousel continues, and UPS is the highlight this morning. The stock is up 5% after not only the company topped estimates, but every one of its business segments did.