Market Expert
Last seen: 3 months ago
Good Quarterly Earnings Behavior
The SEC has proposed allowing companies to move to semiannual earnings reporting. On Monday, we discussed why eliminating quar...
Weekend Reading For Financial Planners (May 16-17)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a rec...
Nvidia earnings alone won’t rescue the S&P 500 from its...
Overbought warnings come ahead of a massive tech and retail earnings lineup.
‘I experienced many years of poverty’: I don’t judge ot...
“I worked until 70 to delay taking Social Security.”
The bond market is already hiking rates as Kevin Warsh ...
There is a perception that new Fed chairs are tested by market turmoil.
My husband took out a $100,000 Parent PLUS loan for his...
“There is little to no chance that she will ever be able to repay these loans.”
The stock market surge has delivered a rare signal. Her...
Momentum and risk appetite are ascendant, but that may be a problem, say Goldman Sachs strategists.
The ‘Munificent 7’: Why energy stocks are the best way ...
The commodity complex is in a structural bull market, and capital should be flowing away from the companies desperate for commodit...
Container shipping routes are shifting due to the Iran ...
Ships are increasingly sailing through India and Sri Lanka, and through the Panama Canal.
The U.S. dollar has barely budged this year — but that ...
Currency traders are not convinced that high interest rates are here to stay.
Longform links: descriptive representation
Thursdays are all about longform links on Abnormal Returns. Wherever possible, free links for premium sites are used. You can chec...
Thursday links: messy people run businesses too
StrategyWhy stocks can fall for no obvious reason. (morningstar.com)Your choice of language, and graphs, greatly affect how you th...
Hedge Fund & Alternative Manager Forum 2026
I am hosting a few panels today at the Bloomberg Hedge Fund & Alternative Emerging Manager Forum. We just did a version of thi...
The Advisor Talent Shortage: Will AI Solve… Or Exacerba...
Roles in the financial planning profession have always been molded in dialogue with the technology available; with each generation...
![The Market Observatory: Earnings Strength Vs. Inflation Risk [Video]](https://images.ctfassets.net/a320zjmb1inn/7B72zbOT5xaeOm5u0jlDwH/5cab52cb374426bcfd493f90719f71d7/435x635_TMO_Article-Image__1_.jpg?w=1200&fit=fill&)
The Market Observatory: Earnings Strength Vs. Inflation...
Will the strength of corporate earnings outweigh the inflation risk? In the latest episode of the Market Observatory, Chris Fascia...
April’s inflation spike leaves Warsh and the Fed zero e...
Bond markets won’t wait for the central bank to combat inflation.
The world lost nearly 1 billion barrels in oil supply o...
Global oil prices have climbed by nearly 50% since the the end of February, but the rise pales in comparison to an estimated loss ...
‘He is retired’: Should my husband take his Social Secu...
“His Social Security benefit would be $1,600 per month, since he stayed home with the kids while I worked.”