The FOMC will meet this week on Tuesday and Wednesday, and expectations are for no change in policy. Fed Chair…
Continue ReadingZoom Stock and the Big Market Delusion
In an article published in the Financial Analyst Journal, Aswath Damodaran and I describe and analyze what we call “The…
Continue ReadingSecond coronavirus stimulus checks could reach you quicker
One of the most discussed topics currently is when the second round of coronavirus stimulus checks will be announced, or…
Continue ReadingKnowing When to Add Risk and When to Reduce Risk
The S&P 500 is the most widely used benchmark for the US stock market and the 200-day SMA is perhaps…
Continue ReadingRay Dalio Urges ‘Beautiful Deleveraging’ of Police Departments
During a YouTube livestream from a bathroom at an undisclosed location, Ray Dalio looked into the camera and reminded viewers,…
Continue ReadingJune 6 COVID-19 Test Results, Over 500,000 Tests
The US is now conducting over 400,000 tests per day, and that might be enough to allow test-and-trace in some…
Continue ReadingWeek Ahead: These Things Happen In A Risk-On Setup: RRG Shows These Sector Losing Relative Momentum
In a yet another week where we witnessed a gush of liquidity continuing to chase the equities, the Indian equity…
Continue ReadingIRS stimulus check status: What to do if you’re still waiting
If you’ve been trying to find out the status of your IRS stimulus check, you’re not alone. It’s unclear how…
Continue ReadingBy Request: Public and Private Sector Payroll Jobs During Presidential Terms
Note: I usually post this monthly, but I hesitated recently due to the COVID-19 pandemic. But I’ll post it by…
Continue ReadingSchedule for Week of June 7, 2020
The key report this week is CPI. The FOMC meets on Tuesday and Wednesday, and are expected to release updated…
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