The leading North American stock indices are at record highs The S&P has closed higher for 9 of the last 10 weeks, rising ~14% from…

Traders are more interested in the market's reaction to news than the news itself. This week's news flow felt like a tsunami after the dog…

The Fed cut 50; here's a quick take on how different markets reacted The Notes will be brief this week. I'm hosting the Moneytalks show…

The S&P had its best week of the year this week; last week, it had its worst week in 18 months. Do you want to…

The S&P fell over 4% this week, its worst weekly performance in 18 months The leading American stock indices fell every day this week, with…

The bloom is off the AI rose; capital rotates to other sectors Wednesday's NVDA quarterly report was strong overall but failed to meet investors' high…

Powell says the time has come to begin cutting interest rates Markets were expecting Powell to announce that it was "time" to start cutting rates…

Mean reversion was nasty on Monday, but mellowed by Friday The Nikkei plunged to a 10-month low on Monday, down ~28% from July's record highs…