EDITOR'S CHOICE
Will “Go Crazy” Drive The Bear Out Of Hibernation?
Article By:
Michael Lebowitz
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Wednesday, February 24, 2021 9:12 AM EST
The economy will “go crazy” this summer.” There is not a day that goes by in which we do not hear an economic forecast with an extreme optimism based on pent-up demand.
Is The Euro Dying? Analysis Of EUR/USD And EUR/GBP
Article By:
Philip Hopf
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Tuesday, February 23, 2021 7:30 AM EST
I expect a stronger euro, which will also translate into rising rates against other currency pairs such as EUR/USD and EUR/GBP.
The Only Reason To Be “Bearish” Is “No One Is Bearish”
Article By:
Lance Roberts
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Monday, February 22, 2021 10:05 AM EST
More than 90% of investors believe the economy will be more robust in 2021, with a consensus it’s a V-shape recovery.
Earnings Start Growing Again
Article By:
Sheraz Mian
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Friday, February 19, 2021 7:35 PM EST
Looking at Q4 as a whole, total earnings are now expected to be up +3% on +2.9% higher revenues. This positive growth follows three back-to-back quarters of declines for S&P 500 earnings.
The Two Pins That Will Pop The Stock Market Bubble
Article By:
Lance Roberts
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Friday, February 19, 2021 5:50 AM EST
The problem for the market going forward is that markets have priced in a speedy recovery back to pre-recession norms, no secondary outbreak of the virus, and a vaccine.
In this article: SPX
Rising Interest Rates Create Headwinds For Bonds In 2021
Article By:
James Picerno
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Wednesday, February 17, 2021 9:25 AM EST
Only when the tide goes out do you discover who’s been swimming naked, Warren Buffett famously quipped. A real-time financial example is unfolding in the bond this year, especially after yesterday’s jump in Treasury yields.
Most-Shorted Stocks Are Excelling Beyond Reason
Article By:
Adam Sharp
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Saturday, February 13, 2021 10:00 PM EST
Right now almost everybody’s making money in the markets (except bears). All the major indexes are basically at all-time highs.
Earnings Estimates Keep Going Up
Article By:
Sheraz Mian
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Friday, February 12, 2021 6:07 PM EST
To give you a sense of how much the Q4 growth pace has changed in recent weeks and how good the reporting cycle has turned out to be, total Q4 earnings for the 372 companies already reporting are up 4.6%.
A Visit From The Doom Squad
Article By:
Jared Dillian
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Thursday, February 11, 2021 1:50 PM EST
Make no mistake: The bubble is real. We haven't even scratched the surface of how crazy things are about to get.
How To Regulate A Railroad
Article By:
Timothy Taylor
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Wednesday, February 10, 2021 7:08 AM EST
The economics of railroads poses some problems for economists. What combination of competition and regulation will keep prices low but also encourage ongoing investment in track and rolling stock?
Can The Fed Both Tap On The Brakes And Floor The Gas?
Article By:
Michael Lebowitz
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Wednesday, February 10, 2021 5:42 AM EST
Fed speakers repeatedly promise that policy tightening is a story for next year or the year after. But they may have no choice.
Extraordinary Popular Delusions & The Madness Of Crowds
Article By:
Lance Roberts
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Monday, February 8, 2021 8:44 AM EST
No matter where you look in the market, there are signs of exuberance.
Improving Time Travel In Long-Term Investing
Article By:
AllAboutAlpha
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Sunday, February 7, 2021 7:49 PM EST
The recommendation abilities of emerging nav-tech could prove to be rocketfuel for making the whole simulation process more streamlined and comprehensive.