Where we are vs. where most thought we’d be.
A well-owned but wary market hits a rare trio of 21s: S&P up 21% YTD, above a 21x multiple and with VIX sticky near 21. What’s it all add up to?
New @CNBCPro column. Free to read with email registration.
Quick #MysteryBroker update: He continues to give the stock market the benefit of the doubt after having bought back in at 5550 on the S&P 500 a few weeks back.
Sees likely further new highs into year-end, adding "the correction [avoided in September] is likely to come in
Markets keep pushing to records, seeing a Fed rate cut and China stimulus as de-aging treatments for a mature expansion, with an earnings upswing to boot.
What’s not to like? The price of entry? A sometimes erratic leadership shuffle?
Weekend column.
Centibillionaires are just like us?
It’s likely wrong to read Berkshire Hathaway’s paring of its $AAPL and $BAC stakes as a direct call on the market or macro outlook.
Yet the issues at play at Buffett’s company reflect questions facing many investors: How to deal with
