Archive
Balance Is Crucial as Wall Street’s Stormy Season Continues
We just closed the books on the best quarter in decades, with the Dow Jones Industrial Average surging 17% and the S&P 500 soaring 20% over the past three months. But I’m not hearing a lot of cheering. While the numbers look great on the surface, anyone who wades out more than a few steps […]
Big Banks Are Straining, But Will Shareholders Survive?
The status of the big banks led me to think about the famous opening phrase of the Charles Dickens novel, A Tale of Two Cities, “It was the best of times, it was the worst of times,” as we face the risks of a pandemic economy. This week, Wall Street focused on big banks, which […]
COVID-19 Crash or Market Smash? Sentiment Favors the Giants
There is a lot of debate on Wall Street right now about whether this is truly the worst of times or whether the transition to post-pandemic greatness is already underway. The bears argue, quite rightly, that it’s hard for stocks to credibly break a lot of records when the economy is still trying to shake […]
Blame the Fed For Wall Street’s Stumble
Remember 48 hours ago, when everything looked great in the market and self-proclaimed “experts” were telling you that we were on a non-stop ride back to record-breaking rally territory? Now those same commentators are reeling and a little stunned after one of the steepest one-day declines in Wall Street’s history. They’re desperate for someone to […]
Shortest Recession on Record Gets the Bulls Running
That was fast. Today we learned that U.S. employers found a will and a way in May to rehire 2.5 million people laid off during the COVID-19 pandemic. It’s no hyperbole to say that this is an incredibly good sign. The numbers are moving in the right direction even as the clock starts ticking on […]
Who Sold in May With So Much Cash on the Sidelines?
I spend a lot of time comparing notes with other Wall Street strategists. We’re all obsessed with diagnosing what’s happened in the market in order to anticipate where we want to go. The best ones agree with me: if you’re already in U.S. stocks, you’re in the right place. There’s zero reason to sell right […]
Whatever Happened to the COVID-19 Crash?
Now that wide swathes of the country are opening up again for the summer, a lot of investors are still holding their breath and waiting for the final economic toll. The market, however, is already ahead of them. The NASDAQ is up a healthy 6% so far this year and is now once again within […]
American Consumers Are Stronger Than Wall Street Thinks
For weeks, stocks have been floating on the Fed’s promise of unlimited liquidity in the face of the COVID-19 crisis. The fuel for that optimism comes from the flow of big bailout cash. And as that money circulates, U.S. households keep paying the bills even when large parts of the country remain economically locked down. […]
Shield Your REIT Portfolio From Zombie Yields
With the U.S. unemployment rate soaring to 14.7% in April, the fight to reopen the economy and get cash flowing again has become more urgent than ever. Businesses that shut down in March have now missed two rent payments. While this month looks a little brighter, June will still be tough for many tenants and […]
Enjoy a Tale of Two Tech Titans in the Age of COVID
This was a watershed week for every investor who wanted to see how the global economy is weathering the coronavirus shutdown. After a season of questions, we’re finally getting big answers from Silicon Valley and the results are mixed. I like transparency to see which companies are rising to the occasion and which companies are […]
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