John Authers

1 2 3 4 5 6  

Don't Declare The Death Of The Yale Model Just Yet

by

It would take a few more muted years to shake belief in a highly successful investment strategy.

Investing For Trump 2.0 Is Trickier Than You Think

by

The base-case scenario of a second term will move markets until November--and beyond.

Bombshells Are Already Landing In Election-Year Markets

by

Biden's swing-state slip and the unpredictability of the Israel-Hamas conflict set the stage for 2024.

Tips On Survival From The Queen Who Excelled At It

by

Discipline, patience and a certain passivity paid off. Investors might take heed.

Nothing Will Stop The Dollar From Getting Stronger

by

European inflation hangs on energy prices, and the greenback is rising with them.

There's Good News For The Global Economy, If You Look

by

China, supply chains and Covid developments should generate some optimism ahead of the U.S. payrolls data.

Post-Lehman Path Makes A Case For Buying The Rout

by

Anyone who bet on U.S. stocks in October 2008 would have been up 440% by the peak last year.

Dreams Of A Soft Landing, Fears Of Hard Retirement

by

A good scenario for the Fed is beginning to look as difficult as bringing a jetliner down safely on the Hudson River.

Netflix, Inflation And The Impact Of Reality

by

Some longstanding assumptions need to be reassessed as prices rise and pandemic expectations wind down.

Markets Overestimate A ‘Powell Pivot' At Their Peril

by

The central bank can't afford to back off meaningful rate hikes.

1 2 3 4 5 6