Michael P. Regan

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Quant Who Told His Mom To Sell Nvidia Hasn't Heard The End Of It

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The anecdote highlights how professionals were caught off guard by the AI fervor that swept over the market this year.

Flows And Fundamentals Make Man Group Suspicious Of Stock Rally

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Stock prices are also hampered by the growing attractiveness of fixed income reteurns.

Jeremy Grantham's World Of Super Bubbles Has No Soft Landings

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"They have hardly gotten anything right since Alan Greenspan first arrived," Grantham said of the Fed.

Economist Alan Blinder Betting Against Fed Raising Rates To 6%

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The Princeton University economist also said there is no chance the Fed raises its inflation target.

Jeremy Grantham Warns Of A 17% Plunge In The S&P 500 This Year

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The 84-year-old money manager figures the index's year-end value should be about 3,200.

BlackRock's Chaudhuri Touts Bonds As Recession-Proof 2023 Trade

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We've gone from TINA-"There Is No Alternative" to stocks, to BARB-"Bonds ARe Back," the BlackRock strategist said.

This Stock Strategist Says We'll See 5% Inflation For The Next Decade

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A decade of 5% inflation might be the least painful way to deleverage the economy, said Vincent Deluard of StoneX Financial.

John Paulson On Frothy U.S. Housing Market: This Time Is Different

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The billionaire says the banking system is now more equipped to handle a downturn in U.S. home prices.

U.S. Risks Talking Itself Into A Recession, Moody's Economist Says

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"I don't think we need a recession to get inflation back in," economist Mark Zandi said.

The One ETF To Watch For Signs That The Fed Will Change Its Mind On Multiple Hikes

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The key is to look at credit risk instead of what economists say, a strategist says.

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