Here’s what I chewed on last week
Michael Batnick
What Dominates Portfolios
Hedge funds’ biggest holdings are also the biggest holdings in index funds
Recession
The recession that people are looking for may already be here
These Are the Goods
Here’s what I chewed on last week
This is What the Bottom Sounds Like
On this week’s so
Why Everyone’s Bearish
Why sentiment fell off a cliff
Where Are We in the Cycle?
Things will get better, but first they’re going to get worse.
These Are the Goods
Here’s what I chewed on this week
How Low Can Stocks Go?
If we get a soft landing, stocks are a screaming buy. If inflation doesn’t cool off, we’re giving it all back.
Twenty Lessons Learned
Never let a bad market go to waste