Found 1,439 results
By Jon D. Markman On April 17, 201702:00 PM Eastern
Last week, the awakening began. In the tawny uptown offices, big banks reported mostly dismal results and warned the economic Trump bump was more smoke than fire.
The contrast from January is...
By Mandeep Rai On April 12, 201707:00 AM Eastern
If you remember a few months ago, I wrote a piece covering the history of recessions and expansions – one that said the average length of an expansion is 7.6 years. The longest, just prior to the...
By Mike Larson On April 7, 201707:00 AM Eastern
I’ve been plenty bullish on a wide range of sectors – including financials, infrastructure, and defense. But autos are definitely not one of them. That’s because more than a year ago, my...
By Mandeep Rai On April 5, 201707:00 AM Eastern
The President of China, Xi Jinping, is poised to visit President Trump at his Mar-A-Lago hotel resort later this week, and the highest priority on the agenda will likely be trade deals. This will...
By Jon D. Markman On April 3, 201702:00 PM Eastern
Bloomberg View columnist Matt Levine always does a great job making sense of the complicated world of investment banking, hedge funds and credit.
Last week, he tackled a February working paper...
By Mike Larson On April 3, 201707:00 AM Eastern
Donald Trump’s economic policies get a lot of credit for the recent market surge. And there’s no questioning his positive influence on everything from defense to infrastructure to financial...
By Mandeep Rai On March 29, 201707:00 AM Eastern
Sentiment readings have been soaring post-election, with the possibility of tax cuts, regulation reforms, and infrastructure programs clearly getting people excited.
In fact, yesterday’s...
By Jon D. Markman On March 27, 201702:00 PM Eastern
Last week, Republican leaders could not convince their own members to vote to kill Obamacare.
So they gave up and moved on.
For investors, that should be good news. Healthcare, with its...
By Mike Larson On March 27, 201707:00 AM Eastern
Donald Trump is pursuing an “America First” agenda, and that’s been great for stocks and sectors in the industries his policies should benefit the most. That includes defense, financials , and...
By Jon D. Markman On March 24, 201702:00 PM Eastern
Humans are lousy drivers. The fix is coming later this year. A new car promises superhuman driving powers and it will change everything, says a noted analyst.
Adam Jonas, an auto analyst at...