Social Capital’s Chamath Palihapitiya came on my CNBC show, the Halftime Report, last week and voiced the frustration that many Americans are feeling right now concerning the government’s plan to rescue the economy. Chamath correctly states that there are many market participants who will be unfairly bailed out by the combination of Federal Reserve and […]

Fast Times at Ridgemont High was not just a movie about sex, it was really about the economy. The bigger story of the film was about teens trying to get and maintain employment while somehow surviving their suburban California high school experience. The whole plot revolves around after school jobs. Judge Reinhold has to dress […]

This is one of the three questions George Kinder tells advisors to discuss with their clients in order to do what he calls “Life Planning” as opposed to just financial planning. My colleague Blair duQuesnay talked with George about why these three questions are so powerful in the context of serving as a fiduciary to […]

This morning, Federal Reserve Chairman Jerome Powell will be speaking on the just-unveiled $2.3 trillion plan to get more money flowing throughout our shutdown economy. The Fed’s dual mandate is stable prices and full employment. This morning we learned that another 6 million people have filed for unemployment insurance last week, which is on top […]

[embedded content] On an all new What Are Your Thoughts – Michael Batnick and Downtown Josh Brown discuss: * Are there any Crisis Stars being created on Wall Street during this bear market?* Human behavior in a bear market has not changed much* Why this won’t be the next Great Depression* Michael thinks he’s one […]

Building on my post from the other day, ‘Not Depth…Duration’, I want to show you something from this morning’s Bank of America Merrill Lynch Chart Blast – it shows a very correlation between how bad the drawdowns for the S&P 500 are versus the amount of months a recession goes on for. The longer the […]

[embedded content] Barry Ritholtz and Michael Batnick discuss the possibility that the events of this spring turn out to be just a cyclical bear market within the context of a longer term secular bull market. It’s happened before. Subscribe to The Compound channel on YouTube here. 

Apple is dedicated to supporting the worldwide response to COVID-19. We’ve now sourced over 20M masks through our supply chain. Our design, engineering, operations and packaging teams are also working with suppliers to design, produce and ship face shields for medical workers. pic.twitter.com/3xRqNgMThX — Tim Cook (@tim_cook) April 5, 2020 Bravo, Tim Cook! I’m also […]

Yesterday we had famed short seller and hedge fund manager Jim Chanos on my show, The Halftime Report. Scott Wapner led a terrific interview and I had a chance to chime in with some questions too. Watch the whole thing below: [embedded content]

Bill Bernstein is widely known among professional investors as one of the best writers and thinkers in the industry. Two of his books, Deep Risk and The Investor’s Manifesto, belong in any conversation about the most important investment books ever written. Bernstein doesn’t appear on TV nor does he do much public speaking. So this […]