This is the thing we all need an answer for – starting valuations for stocks have rarely been higher, while starting bond yields have never been lower. Can stocks return enough going forward to overcome this hurdle? Will bonds deliver the hedge against volatility investors are counting on? On this week’s podcast, I’ve brought on […]
This summer we redid the firm’s corporate site. The original version was terrible, but we were all so busy that we basically let it stand for almost seven full years. Nobody had time to own the project. Hard to believe, but it’s true. We have a photographer in-house and under normal circumstances I would have […]
[embedded content] Thanks so much to Portnoy for organizing and to Morgan and Christine for taking part. I’m told the next batch of books will be available on 12/7 – go reserve your copy now and consider giving them out for Christmas to the investors in your life. Amazon link here.
[embedded content] Subscribe! On an all-new episode of What Are Your Thoughts, Michael Batnick and Josh Brown discuss the biggest topics on Wall Street this week, including: All the ingredients seem to be in place for a market melt-up into year end – or did that already happen? The Armageddonists – JP Morgan’s Michael Cembalest […]
Special thanks to Fortune Magazine for inviting me to participate in the 2021 Roundtable this year. It was great catching up with Savita and the whole gang, talking about what investors should be expecting in the year to come. I have more perspective than I have predictions, but I did go on a fun little […]
James O’Shaughnessy is one of the best people I’ve ever met in our business. About a decade ago, he was making the rounds talking to financial media about the latest edition of his bestselling book, What Works On Wall Street. He came by to see Barry and I got to be a fly on the […]
I wrote about last week’s breadth thrust over the weekend – a development that’s gotten all of the finest technicians in the land bullish about the coming months for stocks. Breadth thrusts at new highs rarely signal the immediate top for a bull market. I like to think of them as confirmation that things are […]
Thanks to my friend and CNBC producer extraordinaire Patty Martell!
All the ingredients seem to be in place for a melt-up in the stock market into year-end. John Roque of Wolfe Research and Joe Terranova of Virtus Investment Partners join Josh Brown for a discussion about small caps catching up with large caps, favoring quality and momentum in portfolio construction, what’s going on with the […]
Hey everyone! I wanted to do something really special in terms of the book signing, rather than just generically stamping a signature on each copy. I wanted to be able to personally sign each book that comes in to me. But it’s a lot of work and logistically not easy, because I can’t exactly show […]