Nvidia latest earnings report had more market impact than all of last week's busy macro calendar put together...

And two to be cautious. Reasons to be cheerful... Rate Shift: over the past 4-6 weeks markets have shifted rapidly towards the idea that...

Panic is the short answer. Some thoughts on the longer answer below…..

We love Jeremy Grantham’s work but we are not so sure that the current environment really qualifies as a super-bubble...

Even before Omicron surfaced there had been a deep and wide correction to most of the meme stocks, as well as the “transformation” stocks..