CNBC & MSNBC Contributor, over 5 decades of experience as a business journalist, money manager and advisor to asset management companies.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 84 | Founded | a year ago | Last Issue | 9 days ago |
| Active | |||||
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What I'm Watching So You Don't Have To
In the fashion of a musician on stage, this missive goes out to all my colleagues who cover the Federal Reserve.
Treasury Secretary, Scott Bessent, hurled an insult at one of my brethren, the Wall Street Journal’s, Nick Timaros, but also i...
What I'm Watching So You Don't Have To
In a somewhat confounding decision, the Federal Reserve’s policy-setting arm left interest rates unchanged today in a 9-3 vote.
Three members, nicknamed as the “Heartland Hawks,’ as my colleague Steve Liesman noted on CNBC, voted to raise...
Note:
I’ll have a complete analysis of the Fed’s decision, statement and Kevin Warsh’s news conference this afternoon, a market recap and, once again, why you should be going to South Korea in your mind. (Thank you, James Taylor for the wordplay)...
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...
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...
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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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