CNBC & MSNBC Contributor, over 5 decades of experience as a business journalist, money manager and advisor to asset management companies.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 74 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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Special Feature
I’ll be posting an analysis of the SpaceX IPO over the weekend for premium subscribers, examining the offering in both the context of recent and not-so-recent market history.
I believe there are important parallels to some offerings in the...
What I'm Watching So You Don't Have To
After Friday’s rout in both U.S. and South Korean markets, there was continued selling in the KOSPI Composite Index on Monday but a mixed close here at home at our closing bell.
The bounce in tech, such as it was, was fairly modest as the...
What I'm Watching So You Don't Have To
The late great Casey Stengel said one should never make predictions, especially about the future and, boy, has he been right when it come to this bull market in stocks.
Doomerism is pervasive among financial observers, myself included, as...
What I'm Watching So You Don't Have To
In a wide ranging interview on CNBC Wednesday morning, Amazon founder, Jeff Bezos, when asked if investors should worry about a bubble forming in AI, he said they should not.
Bezos, the world’s 4th richest human, with a reported net worth...
What I'm Watching So You Don't Have To
One of Wall Street’s most respected and long-tenured analysts caught hell in 1998 for telling clients to be careful of a very frothy market in September of 1998.
He feared that the internet bubble was getting ready to burst and that invest...
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Authors
The writers behind this newsletter.
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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