Big Tech Is Back, Allegedly As A Safe Haven
With resurgent doubts about the strength of the post-pandemic boom, traders are shifting back into the tech behemoths who seem safe in stormy seasons.
Recent
Is This Only A Treasury Short Squeeze?
Deutsche Bank analysts find an even split on whether bonds are rallying on fundamental (fear) or technical (trading) factors. JPM is more decisive.
Roubini: The Slow-Motion Stagflation Disaster Is Here
Arguing that debt ratios were much lower in the 1970s than they are now, DoctorDoom says the upcoming crisis will be much worse if shocks emerge.
Reddit Rampages Will Go Global, Spread Across Asset Classes
“It’s the new normal,” he says. “I think we’re going to have to adapt to a world in which financial markets are no longer dominated by professionals."
Bernstein: "Narrative Of Fear Out There"
Sudden demand for bonds signals exhausted investor sentiment as the world struggles to find post-pandemic normalcy. The next few weeks may get bumpy.
Jeremy Grantham: Meme Investing Is A Nihilistic Parody
"This is it guys, the biggest U.S. fantasy trip of all time," the legendary strategist says, blasting GameStop, Dogecoin and other viral securities.
Commonwealth, LPL: Jobs Still Opening Up, Workers Are Scarce Now
LPL thinks we could see 1 million jobs created a month for the foreseeable future. Commonwealth warns that it's the work force that can't keep up.
