When did it all end?
Current Markets
What’s happening with Amazon and the big box retailers now
I asked my friend Jeff Macke to pop on and tell us about what’s happening with America’s largest retailers, and how the coronavirus ended up being both a challenge and an opportunity for them.
Nothing Matters til the Playoffs
Which is why earnings season for the S&P 500 actually begins this week.
Why Credit Card Losses Could Explode: What Are Your Thoughts?
On an all new What Are Your Thoughts, Josh Brown and Michael Batnick tackle all the biggest topics of the moment.
What’s going on
US Dollar, WTI crude oil futures, gold futures, small caps, tech stocks, total US stock market ETF:
Why the Stock Market Hasn’t Even Gotten Cheap Yet
We published this last night and the views started going through the roof almost immediately. I connected with Rob Arnott, who has taught me so much about investing over the years, and asked him about his latest investor presentation, The Death of Value Investing. Rob is the founding chairman of Research Affiliates, which has almost…
Heroes of the New Bear Market: What Are Your Thoughts?
On an all new What Are Your Thoughts – Michael Batnick and Downtown Josh Brown discuss:
What if the Bull Market Didn’t Actually End?
Barry Ritholtz and Michael Batnick discuss the possibility that the events of this spring turn out to be just a cyclical bear market
Full Jim Chanos Interview (CNBC)
Yesterday we had famed short seller and hedge fund manager Jim Chanos on my show
Hello Darkness My Old Friend
There will be no charts or graphs in this post. Yesterday the bear market became official, with the S&P 500 crossing below the 20% threshold where market observers typically draw the line. We dropped 21% in the fourth quarter of 2018 but the recovery was V-shaped. This time, it’s not done going down and a…
