Equity bulls limped into 2023 with positions trimmed, hedges firmed and much bubble excess in the rearview. They also came in with an unusually big chunk of their long-term gains intact, and are watching those spiral back up in a January rally that has defied…
Posts published by “Lu Wang”
Bitcoin is off the table, stock markets are gutted and bond bulls are out to pasture. In these desperate times, could folks be left with nothing more exciting to talk about this Thanksgiving than the humble equity option?
Have stocks stopped being expensive? Among bulls, hope is coalescing around valuation metrics that could support that view, though with so many caveats they require a big dose of courage to heed.
Hedge funds that make both bullish and bearish wagers on stocks are turning skeptical on tech megacaps just days before earnings from the likes of Apple Inc. and Facebook Inc.
JPMorgan's Kolanovic Sees Stock Rout Overdone, Urges Dip Buying Bloomberg
Don’t be fooled by the sanguine equity reaction to the Federal Reserve’s hawkish surprise. Some Wall Street strategists attribute the latest tranquility to a technical backdrop that’s about to shift Friday.