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Okay, true confession time: I watch the bond market like a hawk. Nothing fascinates me more than interest rates. That may not make me the most exciting cocktail party guest. But it has helped me...
Of all the companies that suffered during the housing crisis and Great Recession, mortgage insurers fared among the worst. Many fell by the wayside as the financial crisis bit hard, and losses...
Imagine the ability to look at something and know almost everything about it. It would kind of be like a superpower. Alphabet (GOOGL) and Microsoft (MSFT) have tools to do it – right now. They...
Last week, Amazon (AMZN) shares busted through $1,000. The odds are good they will keep going. Amazon is a great business. Arguably, revolutionary. However, its share price has always been...
What’s one of the biggest market stories so far this year? Tech stocks are flying, while energy stocks are dying! Take a look at this ratio chart. It shows the spread, or difference, in...
Autonomous delivery drones will arrive in three years. Self-driving trucks will hit roads two years later. This week, Reuters reported the Japanese government’s plans to launch the autonomous...
Small cap stocks were the biggest winner in the post-election market run-up. They were a no brainer, given the fact they derive less of their sales outside the U.S., and were the prime potential...
We humans are pretty simple.  We want binary choices. Right, wrong. Up, down. Unfortunately, markets are often more complex. After the presidential election, investors expected this White House...
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...
Every few years, a new trend emerges, it gets hyped up, and everyone wants to invest in it. All too often, though, the sector doesn’t live up to the hype for one reason or another, and it tanks....