Today's topics include the Jim Bianco on Bloomberg Radio, the Fed's forward guidance, investors pull money from active funds, bear markets, the high yield market, stock pickers have a difficult quarter, the government shutdown, leveraged loans, hedge fund performance and Jamaica's stock market.
Stocks are once again becoming correlated to each other, making stock picking a more difficult art.
Today's topics include Wall Street profits, the rise of student debt, potential auto tariffs, insuring against disasters, Larry Fink sees no recession, another prop desk considers calling it quits, betting on crude oil, searching for inflation and Legos as an asset.
With rates on the rise, investors are rewarding stocks of companies with low leverage.
PG&E's downgrade to junk status puts the utility company at risk of joining the list of fallen angels - assuming they don't declare bankruptcy first.
The average correlation between individual stocks and the S&P500 is once again on the rise, making the art of stock picking more difficult.
The Fed was laughing all the way into the crisis. When the crisis hit in 2008 and things got serious, laughs at the FOMC meetings all but disappeared.
Which candidates are expected to run for President in 2020? Who will control the House and Senate?
A look at Trump's approval rating, his odds of impeachment and their relationship to the stock market.
Selected charts and excerpts from some of our research over the past week.