Markets are always a blend of fundamentals, expectations, and rumors. But ever since the election, the things that have been driving assets have tilted toward the absurd...

As an investor, it's great to be on the receiving end of a lucky trade from time to time...

Over the long haul, presidents don't matter much to markets. But there are short-term reactions. This week, we'll look at what assets moved on Trump's victory and do our best to parse out why...

Rather than chase our tails over election polls or obscure surveys, we can finally dig into what really matters for investors...

There's a lot of information on Wall Street... but there are better places to do independent thinking.

It should take much bigger news to move a company with a market cap of $3 trillion...

Most folks expect current trends to continue. But this week on Wall Street, we saw multiple narratives that had been driving the market start to unwind...

Chinese stocks are "mooning" after the nation's government announced its most aggressive stimulus package since the pandemic. But we're not sure this rally can continue...

As the Nobel Prize-winning economists George Akerlof and Robert Shiller once said, consumer confidence is more about trust than prediction...

We're at a key inflection point in the market – one that only comes along every five years or so...