Market Expert
Last seen: 5 months ago
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.”
‘I have zero envy’: I’m 75, enjoy working and live belo...
“I did two basic things right: I married the right person and chose a trade I can practice until I die.”
Cisco to cut jobs so it can invest more in AI, and the ...
Cisco’s stock soars into record territory, after the networking giant announced plans to invest more in AI and upbeat earnings rep...
Retailers keep tinkering with their AI shopping assista...
Amazon will combine its Rufus AI shopping assistant with its Alexa+ platform, just two weeks after CEO Andy Jassy sang Rufus’s pra...
The Iran war could be a $300 billion shock — driving up...
The Trump administration and Congress can act now to bring down energy costs and make Americans’ lives more affordable.
Inflation will likely be higher for longer. Your retire...
Official CPI masks double-digit spikes in healthcare, insurance and energy. Meanwhile, an outdated strategy quietly drains your po...