[embedded content] Josh here – Michael Batnick and I discuss the recent milestones for the Dow Jones Industrial Average and the incredibly slow grind that’s gotten us here. According to the Wall Street Journal “hasn’t moved 1% or more in either direction since mid-October, its sixth-longest streak since the end of 1969 and third-longest since […]

Eric Peters wrote a masterpiece this weekend… *** “I do solemnly swear that I will support and defend the Constitution of the United States against all enemies, foreign and domestic; that I will bear true faith and allegiance to the same; and that I will obey the orders of the President of the United States […]

I attended a wake last night for a close friend’s mom. The room was filled with people who loved her. She was thrown a curveball at the end. Curveballs come out of nowhere. They force us into a moment of clarity, but what if we had that clarity beforehand? What if we really knew what […]

[embedded content] Be sure to subscribe to our channel so you never miss an update The recent flare-up in the Middle East has investors asking questions about what might happen to their portfolios if a war breaks out. While every scenario is different and the variables change, there are some important things to understand about […]

I was way ahead of this one. I had almost forgotten I’d written it until someone emailed me. This week, the Wall Street Journal ran a story about the massive drop in headcount among analysts on the sellside. As more institutional money goes toward quant strategies, passive indexing and private equity, and trading commissions drop […]

As I mentioned in my piece the other day, the consumer is now singlehandedly holding up the US economy, representing almost 80% of activity and growth. Strong consumer confidence is based upon the wealth effect from booming 401(k) balances, the steady rise in wages (especially at the lower end these past few months), the tight […]

[embedded content] I’ve never seen someone talk Barry Ritholtz into absolute submission. Derek is crazy smart. You should be subscribed to our channel if you aren’t already. We’re going to crush it this year.

As you set out for Ithakahope the voyage is a long one,full of adventure, full of discovery.Laistrygonians and Cyclops,angry Poseidon—don’t be afraid of them:you’ll never find things like that on your wayas long as you keep your thoughts raised high,as long as a rare excitementstirs your spirit and your body.Laistrygonians and Cyclops,wild Poseidon—you won’t encounter […]