Market Expert
Last seen: 3 days ago
The Fed’s ‘dovish version of a hawkish cut’ signals shi...
A decline in short-term rates is positive for the balance sheets of businesses, banks and households, says Wharton professor
Adviser links: investing comes last
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a lo...
Monday links: collective human intelligence
MarketsHow inflation regimes affect returns for stocks and bonds. (awealthofcommonsense.com)The Fed does not control the long end ...
Money, Fear, and the Stories We Tell About the Economy
I joined Dave Pederson on his new “Bigfoot” podcast to talk about a few Market Myths. You may recognize his name. He is an awa...
My mother-in-law, 81, is guilting us into paying for he...
“I have my own trip to Europe planned for next year and I can’t afford both trips.”
Here’s how to check up on a financial adviser before yo...
Some red flags are worse than others. This free online tool gives you information you need.
Stocks risk a stir-up in last trading push of the year....
A delayed November jobs report and key inflation reading are not the only things that could gin up market turmoil.
Hassett says Trump would have ‘no weight’ on Fed’s deci...
Kevin Hassett, President Donald Trump’s top economic adviser, on Sunday dismissed concerns that he would simply push Trump’s agend...
The deadline to enroll in Obamacare is Monday if you wa...
The subsidies that made Affordable Care Act plans more affordable are expiring, and marketplace coverage in 2026 will be much more...
U.S. stock futures little changed ahead of year’s last ...
Stocks slid on Friday, led by a sharp decline in the tech sector, as investors continue a “rotation trade” out of AI stocks.
Sunday links: concentration of big winners
MarketsMarket concentration in a bull market is a feature, not a bug. (downtownjoshbrown.com)Valuations don't tell you much about ...
10 Sunday Reads
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Legendary short seller James Chanos on ...
10 Monday AM Reads
My back-to-work morning train WFH reads: • Trump’s Tariffs Could Be Overturned. Companies Are Rushing to Get Refunds. Dozens of im...
Transcript: Paul Zummo, CIO, JPMAAM
The transcript from this week’s, MiB: Paul Zummo, Chief Investment Officer of J.P. Morgan Alternative Asset Management, is b...
Whatever Happened to NFTs?
Last week’s Sturgeon’s Corollary generated a bit of pushback. The most relevant questions were about ETFs as a group: “Surely,...
10 Thursday AM Reads
My busy-all-day-and-night morning reads: • Are retail traders the captains now? It’s often easy to laugh at retail traders as they...
Whose Inflation Is This?
Perhaps the most overlooked element in the “affordability hoax” is the president’s own role in it. Before we get into the deta...
10 Friday AM Reads
My end-of-week morning train WFH reads: • Howard Marks: Is It a Bubble? Ours is a remarkable moment in world history. A transforma...