Kass: Welcome to the ‘Rosy Scenario.’ What Could Possibly Go Wrong?
We are at or approaching an important market top — and investors are under-appreciating the risks.
No Time to Let Your Guard Down
As tensions with Iran escalate, major domestic equity market indexes trade close to all-time highs, and oil rises, you best be ready.
4 Issues Are Colliding to Test a Vulnerable Market
Global yields are surging as chip strength reverses and negative seasonality beckons.
Is the S&P 500 Weaker Than Current Prices Would Have Us Believe?
I’m watching an increase in the number of new lows, and it’s not suggesting higher prices.
Of All Post-Earnings Worries, This One Keeps Me Up at Night
Fighting with Iran and threats the conflict could spread concern me. Another worry is Japan’s bond yields. But neither bother me as much as this.
A Small-Cap Stock Is Offering an Opportunity — And Almost Nobody Is Covering It
Amid ‘troubling’ market action Monday, here’s what to know about one of my top small-cap plays.
Charting the S&P 500: Record Territory, But Is the Market Too Complacent?
Stocks continued their surge last week but one thing was absent.
Anticipation of a Pullback Is Preventing … a Pullback
The bearish argument is logical, but price action refuses to confirm it. Here’s what could change things.
Your ETFs Are Making an AI Bet, Whether You Like it or Not
It’s not just tech concentration in the S&P 500; your value, dividend and international funds are also betting on AI.
Why Money Management Firms Aren’t Trying to Make You a Lot of Money
Traditional money management is a recipe for mediocre returns but here is what you can do about it.