Manufacturing Is Back & Better Than Ever?
The most brutal part of the K shaped recovery is it hurt the people who could least deal with financial trouble.
Read MoreDec 10, 2020
The most brutal part of the K shaped recovery is it hurt the people who could least deal with financial trouble.
Read MoreDec 9, 2020
It’s surprising that in a year with a global pandemic and a recession that the biggest story on Wall Street is the level of speculation.
Read MoreDec 8, 2020
Speculation is higher than in the late 1990s because access to options trading has increased.
Read MoreDec 7, 2020
It’s ironic that after we talked about how the ADP report has been so wrong this year it isn’t...
Read MoreDec 4, 2020
Markets are in a state of abject euphoria. The ratio of tech returns versus energy peaked at a higher level than during the tech bubble.
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