Stay informed with free updates Simply sign up to the US equities myFT Digest — delivered directly to your inbox. Big technology stocks led a decline on Wall Street on Monday as long-term Treasury yields hit the highest level since late 2023 after last week’s strong US jobs data led traders to further slash expectations … Read more
The 2025 Wall Street S&P 500 forecasts are rolling in, and so far, the outlook is all bullish. I haven’t found a single bearish forecast, which is somewhat worrisome. Most firms project the S&P 500 will close 2025 around 6,500—a solid 8.3% gain from the current ~6,000 level. If 2024 ends as expected, with the … Read more
I just watched Dumb Money, the true story of Gamestop where a wild band of small investors led by Roaring Kitty attacked the big Wall Street short sellers by banging the buck. The more small investors invested, via Robin Hood, the more short sellers lost as the stock rose instead of falling. It’s a good … Read more
A month ago, Michael and I were talking about the epic bull market, and I asked him where the euphoria was: Markets were rocking, but the sentiment didn’t match the gains quite yet. Sentiment can change in a hurry. It feels like the election was a spark that seems to have awoken the animal spirits. Just look at … Read more
Der Deutsche Bundestag debattiert dieser Tage eine weitere Resolution zum Thema Antisemitismus und Israelfeindlichkeit, diesmal mit Fokus auf Schulen und Hochschulen. Ähnlich wie bei der bereits kürzlich verabschiedeten Resolution „Nie wieder ist jetzt – Jüdisches Leben in Deutschland schützen, bewahren und stärken“ bietet der Entwurf vielfachen Anlass für Kritik. Ich werde mich im Folgenden auf … Read more
