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The Message of the Markets

Ron Insana
Hundreds of paid subscribers

CNBC & MSNBC Contributor, over 5 decades of experience as a business journalist, money manager and advisor to asset management companies.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues81Foundeda year agoLast Issue6 days ago
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roninsana.substack.com
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Latest Issues

What I'm Watching So You Don't Have To

And, no, I’m not talking about the AI company, I am talking about my current state of mind.

I am entirely perplexed by the state of the financial markets and the resilience of the U.S. economy.

The Message of the Markets is a reader-suppo...

6 days ago
45
18

What I'm Watching So You Don't Have To

For only the third time in nearly 60 years, American’s stock ownership exceeds the value of the equity they have in their homes.

The last time this happened was 1997 when the value of assets owned by U.S. investors topped the value of thei...

14 days ago
67
4

What I'm Watching So You Don't Have To

Wall Street is enjoying solid gains so far this year, with the S&P 500 up 9% year-to-date, the NASDSQ up just over 11% while semiconductor stocks, as a group, are up 78% in just the first six months of the year.

They were up over 100%, but...

24 days ago
71
8

What I'm Watching So You Don't Have To

After a red hot performance in the 2nd quarter, many analysts on Wall Street are forecasting a run from current levels on the S&P 500 (around 7,500) to 8,000 or slightly above, by the end of the year adding to the 9.5% gain for the index, y...

a month ago
55
3

What I'm Watching So You Don't Have To

In a variety of different media, I have been advising (and I use that term generically) investors and traders to keep a close eye on South Korea’s stock market.

Of all the markets in the world, the gains over the last 18 months have been n...

a month ago
78
11

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  • Ron Insana

    3+ decades covering markets. MS NOW. Prev: CNBC, NBC. Interviewed every Fed Chair since Volcker, 4 Presidents and legends: Buffett, Soros, Dimon. 4 books. Wrong plenty, right enough, still curious. Helping you make sense of the markets.

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