The big bear breaks
20% later, Mike Wilson of Morgan Stanley finally changes his bearish tune
New Day Same Bull: after 20% rise we can finally admit it’s “Bull Market”
The market has, in hindsight been in bull mode since October.
Big Tech Sobers Up
When your partner is on a drunken hot streak at the casino, at some point you should speak up if most of his winnings are being “reinvested” in sucker bets and tips to the cocktail waitress. Last year, tech shareholders spoke up.
Earnings season is in full swing: it’s a hit so far
Stocks have beaten analyst estimates by an average of 5% this quarter, indicating analysts have been far too pessimistic going into the year. That pessimism may not continue.
What’s Cooler than being Cool? inflation
Inflation continues trending down- but there’s a few dominoes left to topple
Q4 earnings “officially” beat low expectations, but the market already knew that
Blink and you missed it- the S&P 500 is up 7% YTD and nearly 15% since October 1, 2022. As usual, stock prices arrived before the data did.
!["I think this moves up the [Fed] pivot," says Jeremy Siegel](https://images.squarespace-cdn.com/content/v1/622a3de75281744a3b8ab566/1668523928343-H5CLMQIX5AF4TM451JQ7/IMG_5615.jpeg)
Fed chair says it’s time to start stepping down rate hikes
Daly said "the time is now to start talking about stepping down.“
