Michael Batnick

These Are the Goods

Articles It felt like my momentum hit a wall in 2023. (By Packy McCormick) This is the story of an investment I never made. (By Marc Rubinstein, paid) It seems some people are in the we-go-back-to-2019 camp (By Allison Schrager) Even Goldman Sachs, which boasts one of the most seasoned and sophisticated research departments on…

Now What?

Stocks have been on a tear as the soft landing becomes consensus. The question, as always, is what happens next?