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Investors are acting like there are no risks in the stock market
Dec 02, 2024

Investors are acting like there are no risks in the stock market

Traders are shrugging off macro and geopolitical concerns as bullish enthusiasm picks up.

Phil Rosen
The Fed is losing its inflation battle
Nov 29, 2024

The Fed is losing its inflation battle

Data for three key price measures are now moving in the wrong direction.

Phil Rosen
Betting against the US has never been more impossible to justify
Nov 27, 2024

Betting against the US has never been more impossible to justify

Investors diversifying into international stocks have lost big in recent years.

Phil Rosen
Thanksgiving is great for stocks — especially in an election year
Nov 26, 2024

Thanksgiving is great for stocks — especially in an election year

Historical data points to a dip after Turkey day then a rally into 2025.

Phil Rosen
Wall Street expects the S&P 500 to keep climbing in 2025
Nov 25, 2024

Wall Street expects the S&P 500 to keep climbing in 2025

Trump Trade aside, Yardeni Research is nearly twice as bullish as Goldman Sachs on stocks.

Phil Rosen
Bitcoin's story keeps getting more compelling
Nov 22, 2024

Bitcoin's story keeps getting more compelling

Gary Gensler's resignation and Trump's crypto council have pushed the cryptocurrency toward its six-figure milestone.

Phil Rosen
Nvidia shareholders are so spoiled that they felt let down by a $35 billion quarter
Nov 21, 2024

Nvidia shareholders are so spoiled that they felt let down by a $35 billion quarter

Another record-breaking earnings report failed to satisfy Wall Street.

Phil Rosen
Nvidia's absurd earnings expectations stem from a decade of dominance: 5 charts
Nov 20, 2024

Nvidia's absurd earnings expectations stem from a decade of dominance: 5 charts

Wall Street expects another quarter of blowout numbers from Jensen Huang's chipmaker.

Phil Rosen
MicroStrategy's $30 billion bitcoin bet is paying off
Nov 19, 2024

MicroStrategy's $30 billion bitcoin bet is paying off

The stock has more than doubled the returns of Nvidia and quadrupled bitcoin's gains this year.

Phil Rosen
The stock market has pulled back to pre-election levels
Nov 18, 2024

The stock market has pulled back to pre-election levels

The Trump Trade has taken a back seat to Fed uncertainty and inflation risks.

Phil Rosen
Trump moves new parts of the stock market with every policy decision
Nov 15, 2024

Trump moves new parts of the stock market with every policy decision

EV stocks and healthcare stocks dropped after the president revealed his latest ambitions.

Phil Rosen
Everyday Americans are missing payments and racking up debt
Nov 14, 2024

Everyday Americans are missing payments and racking up debt

Delinquency rates are inching higher and loan balances won't stop climbing, Fed data shows.

Phil Rosen
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