Ned Davis Distills Political Angst Into ‘Big MAC’ Equity Trade
Wall Street loves few things more than a good acronym to describe a trading thesis. Think FANG, FOMO/YOLO and TACO.
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Why A 'Nasty' 10% To 15% Sell-Off In The Stock Market May Be A Few Months Away
Veteran trader and Thinkorswim founder Tom Sosnoff is a contrarian by nature. Where markets are currently trading has set off a few internal alarms.
Pimco Sees US Mortgage Bond Purchases Boosting Returns
US efforts to bring down the cost of housing through buying mortgage securities are bolstering a bullish outlook at Pacific Investment Management Co.
Bond Traders’ Big Bet For 2026 Vindicated By Soft US Job Growth
Bond investors’ overarching wager on the path of the Federal Reserve and the Treasuries market in 2026 looks like it has room to run.
Credit Card Stocks Sink After Trump Proposes 10% Cap On Fees: 'Yikes'
Shares in major credit card lenders tumbled in early trading Monday after President Trump proposed a 10% cap on the fees these cards charge customers.
AI May Generate Only Half The Profit Needed To Justify The Investment, Goldman Analyst Warns
The S&P 500 hit a new record high yesterday, up 0.62% at 6,944.82. Futures are marginally down this morning, as might be expected.
Goldman Strategists Say High Valuations Put Equities At Risk
Equities are trading at lofty premiums, putting stocks at risk in the event that concerns over economic growth increase, according to Goldman Sachs.
