$55.41
+0.0800 (+0.145%)
At Close: Jun 03, 2026
As U.S. Virus Cases Grow, So Does The Case For 'big Government'
06:59am, Wednesday, 22'nd Jul 2020Favoring Euro Stocks In Global Restart
08:10am, Tuesday, 21'st Jul 2020
We consider European stocks the most attractive regional exposure to a multispeed global restart, especially versus emerging markets outside of north Asia.
Europe And Tech Lift Risk Appetites
07:56am, Tuesday, 21'st Jul 2020
Australia and Hong Kong's 2.3-2.5% rally led Asia-Pacific markets. The Dow Jones Stoxx 600 is higher for a third session.
The Economic Recovery From Coronavirus May Look Like A Square Root
02:07am, Tuesday, 21'st Jul 2020
There are signs of recovery in various parts of the global economy, starting in May, after the depressive dip imposed by COVID-19.
Jobless Claims Will Rise By 500,000 Over Next Month: Harrison
10:22pm, Monday, 20'th Jul 2020
Current jobless claims may be significantly underreported, and we may see a spike in job losses over the next month.
Tracking The Economic Recovery In Real Time
02:31pm, Monday, 20'th Jul 2020
The daily data we are tracking from airlines, restaurants and credit card spending indicates the economic recovery may be stalling.
It's Still July, So Equities Are Still Rallying; August-September Will Be Calamitous, However
11:24am, Monday, 20'th Jul 2020
This piece is a sequel to our May 11 Seeking Alpha article (Piling On Gold And Equities For A Possible Peak In Late May-Early June: Sell In June, Buy In July).
Q2 Factor Gyrations Reveal Cautious Undercurrents
08:18am, Sunday, 19'th Jul 2020
Equity factor performance has been riding a risk-on/risk-off roller coaster in recent months. Though risk appetite has revived since the March meltdown, an undercurrent of defensiveness persists.
What's Next... New Highs Or Another Crash?
07:12am, Sunday, 19'th Jul 2020
Entry into the seasonably weakest quarter in the stock market and how July tends to be the best of this three-month period.
Stocks Struggle As The Bull Market In Virus Cases Rises
05:58am, Sunday, 19'th Jul 2020
August and September's seasonal tendencies will also be impacted by the ongoing bull market in virus cases.
Weekly Commentary: Drone Money
05:27am, Sunday, 19'th Jul 2020
Aren't the markets already conspicuously over-liquefied? It was Dr. Ben Bernanke that, in the wake of the tech bubble collapse, elevated Friedman's academic thought experiment to a revolutionary polic
MacroView: Value Is Dead, Long Live Value Investing
08:50am, Saturday, 18'th Jul 2020
The media has a long history of declaring sectors, markets, or strategies dead based on past performance.
Business Inventories Should Be Larger This Recession - Not The Usual Advice
07:39am, Saturday, 18'th Jul 2020
One of the best pieces of advice to companies as the economy enters recession is to trim inventories - but not this recession.
Stocks Are About To Get A Lot More Expensive
05:31am, Friday, 17'th Jul 2020
U.S. stocks are already expensive.
Equities Slide And The Greenback Bounces After China's GDP And Before The ECB
07:47am, Thursday, 16'th Jul 2020
The Hang Seng fell 2%, and most other markets in the region were off less than 1%. Europe's Dow Jones Stoxx 600 was off around 0.75%.
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