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The clover!

Dear Josh…

Nick Colas, chief market strategist at Convergex, on the “curse of the correlations” starting to wash away in the wake of the election – which is what active stock pickers and traders have been yearning for during the last 8 years or so:  We have tracked the “Curse of Correlation” on a monthly basis since…

This is some of the most fun I’ve ever had doing an interview – my friend Patrick O’Shaughnessy, of O’Shaughnessy Asset Management, has a rockin’ new podcast with a dozen or so great interviews already live. I spoke with Patrick about my comic book origin story, my top 5 emcees alive or dead, my biggest…

Call it an emotional hedge with the added kicker that you might actually make some money should your worst fears be realized.

I know I’m doing a lot of stuff about the alleged “Trump Rally” lately but I have good reasons: First of all, it’s the most dominant story in the market by far, now that the Fed is basically PGing a rate hike. And second, it’s absolutely absurd and people are running around acting like maniacs,…

RBC’s chief strategist Jonathan Golub is firmly in the “new paradigm” camp as a result of the Trump presidency. He sees the S&P 500 hitting 2500 by year-end 2017 on $128 in S&P 500 earnings with $140 possible in calendar 2018. That’s a 17.9 multiple on next year’s profits. Here’s his case, in a nutshell:…