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Here’s What’s Been Sailing Through Hormuz as Trump Vows Blockade
Portfolio Construction Remains The Dominant Determinant Of Long-Term Investment Outcomes
Portfolio construction remains the dominant determinant of long-term investment outcomes, even as markets evolve and macroeconomic conditions grow more complex.
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Market Gurus Remain Baffled By Market Resilience
Investors hoping for more clarity from professional prognosticators 17 months after the pandemic upended financial markets are out of luck.
Strategists Lay Out The Correction Case
Bank of America’s Savita Subramanian, Morgan Stanley’s Mike Wilson, and Stifel’s Barry Bannister have all issued correction calls in recent weeks.
Wall Street Doomsayers Are Out Of Touch
Corporate profits have roared higher in such a spectacular fashion that stocks are now 20% cheaper than they were when the pandemic was just starting.
Shorting Cathie Wood Reaches Record Levels
The family office run by "Big Short" investor Michael Burry was among a slate of hedge funds revealing bearish bets on the semi-speculative ETF.