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Stagflation akin to the 1970s will make for flat S&P 500 returns over the next decade, according to one bank’s super-pessimistic forecast
FinanceStagflation akin to the 1970s will make for flat S&P 500 returns over the next decade, according to one bank’s super-pessimistic forecast
By Alexandra Semenova and BloombergDecember 4, 2023
JPMorgan counters Wall Street’s general optimism for next year by predicting the S&P 500 will tumble 8% due to a ‘challenging’ economy
FinanceJPMorgan counters Wall Street’s general optimism for next year by predicting the S&P 500 will tumble 8% due to a ‘challenging’ economy
By Alexandra Semenova and BloombergNovember 29, 2023
MSCI CEO: ‘To tackle climate change, financial markets must reallocate trillions of dollars. It’s already happening, even without a political consensus’
CommentaryMSCI CEO: ‘To tackle climate change, financial markets must reallocate trillions of dollars. It’s already happening, even without a political consensus’
By Henry FernandezNovember 29, 2023
Ray Dalio
FinanceRay Dalio slams ‘tragedy’ of a New York Times journalist’s shocking book about him, claiming he was a Bridgewater reject who wrote ‘fiction, created as fact’
By Will DanielNovember 29, 2023
Ed Yardeni says China’s aging population could make it ‘the world’s largest nursing home’—and the resulting economic depression may help the U.S.
FinanceEd Yardeni says China’s aging population could make it ‘the world’s largest nursing home’—and the resulting economic depression may help the U.S.
By Will DanielNovember 28, 2023
Veteran market watcher Komal Sri Kumar warns of a ‘cloud of uncertainty’ and makes a bold call: ‘My base case is something breaking….in the next 3 months’
FinanceVeteran market watcher Komal Sri Kumar warns of a ‘cloud of uncertainty’ and makes a bold call: ‘My base case is something breaking….in the next 3 months’
By Will DanielNovember 27, 2023
Late 2023 recession off a ‘classic policy-led boom-bust cycle’ is already happening, Deutsche Bank says—but AI is changing the game a bit
FinanceLate 2023 recession off a ‘classic policy-led boom-bust cycle’ is already happening, Deutsche Bank says—but AI is changing the game a bit
By Will DanielNovember 27, 2023
One of investing’s most reliable, highly-recommended strategies is up over 11% this year—so why do leading financial advisors still say they rarely use it?
Personal FinanceOne of investing’s most reliable, highly-recommended strategies is up over 11% this year—so why do leading financial advisors still say they rarely use it?
By Will DanielNovember 25, 2023
Nvidia’s revenue just soared 206% year over year—but its stock is dropping. It could have to do with a valuation ‘disconnected from reality,’ says noted skeptic analyst
FinanceNvidia’s revenue just soared 206% year over year—but its stock is dropping. It could have to do with a valuation ‘disconnected from reality,’ says noted skeptic analyst
By Will DanielNovember 22, 2023
Photo of Ed Yardeni
FinanceWith inflation cooling and AI hitting its stride, stocks are on the cusp of record-setting ‘Roaring 2020s,’ Ed Yardeni says
By Will DanielNovember 21, 2023
NYSE broker
FinanceThe Magnificent 7 tech stocks just drove a $2 trillion rally over a few weeks that staved off a Nasdaq correction
By Jeran Wittenstein and BloombergNovember 17, 2023
Cliff Asness
FinanceBillionaire quant Cliff Asness says stocks are ‘whistling past the graveyard’ and he’s ‘more of a bond than a stock guy at this point’
By Carolina Mandl and ReutersNovember 16, 2023
Cathie Wood says forget inflation, deflation is the real enemy after the Fed hiked rates too far, too fast: ‘Investors are worrying about the wrong thing’
FinanceCathie Wood says forget inflation, deflation is the real enemy after the Fed hiked rates too far, too fast: ‘Investors are worrying about the wrong thing’
By Will DanielNovember 16, 2023
Wholesale inflation just had its largest monthly drop in 2.5 years: ‘We got more Goldilocks today’
FinanceWholesale inflation just had its largest monthly drop in 2.5 years: ‘We got more Goldilocks today’
By Will DanielNovember 15, 2023
Stocks soar as Wall Street celebrates a cooler-than-expected inflation report that may signal an end to Fed rate hikes: ‘The immaculate disinflation continues’
FinanceStocks soar as Wall Street celebrates a cooler-than-expected inflation report that may signal an end to Fed rate hikes: ‘The immaculate disinflation continues’
By Will DanielNovember 14, 2023
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