The Fat Pitch

Last week ended with extremes in equities, treasuries and volatility. That combination, together with positives in seasonality, were the pri...

Investors are confronted on a daily basis with an array of confusing and seemingly contradictory information. Is the economy expanding or sh...

Stock buybacks have been grabbing a lot of headlines. Goldman estimates that buybacks in the S&P will amount to $600b in 2014, a 26% ris...

Every month, we review the latest BAML survey of global fund managers. Among the various ways of measuring investor sentiment, this is one o...

The markets hit a large number of extremes at the end of last week ( post ). More were hit Tuesday ( post ). These, together with positive s...