All eyes will be on Fed Chair Powell today as he speaks at a Wall Street Journal virtual event ahead of the March 16-17th policy meeting. The central bank’s latest Beige…
Blog
Q1 US GDP, No Cheap Stocks
We’ll cast both a macro and micro net today in Data, but pull both together at the end of the discussion. Macro: Is US economic growth at 8 – 10…
NFTs, Big Tech, and the Net’s Original Sin
Marc Andreessen is fond of telling a story that describes his front-row seat to the Internet’s “original sin”. Back when he was running Netscape in the 1990s, he approached a variety…
DataTrek Bubble Survey Results/Analysis
Today we will look at the results of last week’s DataTrek Asset Price Bubble Survey. Thanks to all who participated! We had a total of 394 responses, with the vast majority…
Retail Investors’ Feelings Matter
While we were writing up the clean energy stock piece last night we got to thinking about why retail investors buy these stocks in the first place. This cohort has clearly…
Lessons from 30 Years of Cyclical Rotations
When I (Nick) first started covering the autos in 1991 at the old First Boston my first course of action was to meet a slew of portfolio managers and analysts…