US economic recovery
- Is the Zoom boom doomed?
- The crypto collapse gets cataclysmic
- This is nuts, this is the crash.
- COVID-19: Short the sharing economy
- Virgin Galactic is rocketing, when’s it returning to earth?
- Tesla is nuts, when’s the crash?
- Dotcom redux as Shopify extends explosive share spike
- Nio’s New Years Day surprise
- Nio is nuts, where’s the cash?
- When coins outperform Verbier
- Wayfair: mo growth mo problems
- Cloud software is nuts, and it’s crashing
- Gilets are nuts, when’s the crash?
- Negative yields are nuts, when’s the crash?
- Zoom is nuts, when’s the crash?
- This is nuts, when's the maturity?
- Beyond Meat is beyond reason, when's the crash?
- Salesforce/Tableau: cloud cuckoo consolidation
- Extel shocker: here comes the crash?
- This is Musk. This is the crash.
Debunking (again) the so-called “Fed model” for equity valuations.
Some new economic research argues America’s slow recovery since the financial crisis had nothing to do with household deleveraging or unusually weak business spending. Instead, it can be entirely attributed to changes in demographics, weakness abroad, and fiscal austerity. But does it make sense?