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…
Victor Adair13 October 2024
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…
Victor Adair20 September 2024
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…
Victor Adair15 September 2024
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…
Victor Adair8 September 2024
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…
Victor Adair1 September 2024
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…
Victor Adair25 August 2024
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…
Victor Adair11 August 2024