Tech Stocks, Netflix and Sell-Side Cheerleading
The Netflix Cheerleaders Jumping Out of Their Skirts Analysts and sell-side peddlers are raving about the recent Q2 report from
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The Netflix Cheerleaders Jumping Out of Their Skirts Analysts and sell-side peddlers are raving about the recent Q2 report from
The Federal Reserve: A Not So Noble History The Fed just fascinates me. From its current market rigging to its
Tough Questions Clients and investors are increasingly asking the same sensible questions: how do global central banks work? The ECB?
An Honest Banker. As we head into July and more calm before the Fed-induced market storm, I’ve got to give
Once Upon a Time: Fed Guidance and Fairytale Markets. Ever since the ABS humpty-dumpty market fell off the wall in
Ridiculous. Accounting is pretty boring. And these markets are exciting. Yet if we overlap the boring with the exciting, we
The Buzz about Tax Cuts Will the Trump tax cuts (which are already priced into this rising market) keep markets
Feeling Uneasy? Do you sometimes wonder if this market feels a bit hard to trust? In law school,
The Smug Since Adam met Eve, history tends to confirm that spoiled kids and rich uncles don’t produce the best
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