Is The Infrastructure Boom Finally Real?
Investors have spent years weighing the prospect of a sizable infrastructure spending bill. A breakthrough was welcome after weeks of strained talks.
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David Tepper: Oil Stocks Are Only Cheap Because Everyone Hates Them
Oil stocks are the cheapest equities by every measure because people hate them, said Tepper, who runs hedge fund Appaloosa and says he’s going long.
Big Short Burry: Mother Of All Meme Crashes Looming
Burry has a haphazard relationship with Twitter. He doesn’t post frequently from his account, but when he does his comments can be controversial.
Cathie Wood's Celebrity Opens The Door To Flood Of Active ETFs
Active funds remain a small slice of the industry, and their assets make up just 3.4% of the overall ETF market. But that’s up from 2.7% a year ago.
LPL, BofA: Fed Faith Starting To Fray
Bond yields would normally rise quickly in face of such compelling inflation signals, but it's increasingly hard to know what fighting the Fed means.
Will High Inflation Do a Number on Stocks? You Bet, Says Goldman
According to Goldman Sachs, if inflation stays relatively muted, stocks will do well. If the CPI takes off, though, returns will be mediocre at best.
Mobius: Confused Markets Naturally Get Crazy
“Shrinking money supply as a result of the withdrawal of the central bank would be very bad for the market, so I think we need to watch carefully."
