Thoughts on the Market

1317 Episodes

1. Special Episode: The Shifting Dynamics of Oil and Energy

   Published: 2/4/2021
2. Michael Zezas: A Possible Path for Pandemic Relief?

   Published: 2/3/2021
3. Shawn Kim: Asia Tech at the Dawn of a New Cycle

   Published: 2/2/2021
4. Mike Wilson: Why This Isn’t Dot-Com Bubble Redux

   Published: 2/1/2021
5. Andrew Sheets: The Short-selling Drama - Sideshow or Main Event?

   Published: 1/29/2021
6. Special Episode: Where is Consumer Spending Trending?

   Published: 1/28/2021
7. Michael Zezas: U.S. Stimulus Twists and Turns

   Published: 1/27/2021
8. Mike Wilson: An Overexuberant Bull?

   Published: 1/26/2021
9. Special Episode: U.S. Housing and Credit Outlook 2021

   Published: 1/22/2021
10. Andrew Sheets: The Case for Optimism in 2021

    Published: 1/21/2021
11. Michael Zezas: 3 U.S. Policy Forecasts… and a Wild Card

    Published: 1/20/2021
12. Mike Wilson: Time to Leave the Pack Behind?

    Published: 1/19/2021
13. Special Episode: Rates and FX Markets Eye the U.S. Policy Path

    Published: 1/15/2021
14. Andrew Sheets: Rates and Inflation - Moving for the Right Reasons?

    Published: 1/14/2021
15. Adam Virgadamo: 5 Equities Investment Themes for 2021

    Published: 1/13/2021
16. Reza Moghadam: High Noon at the ECB Corral

    Published: 1/12/2021
17. Mike Wilson: So… What Isn’t Priced-In?

    Published: 1/11/2021
18. Special Episode: Are the Clouds Clearing for European Equities?

    Published: 1/8/2021
19. Andrew Sheets: Three Implications of the “Blue Wave”

    Published: 1/7/2021
20. Michael Zezas: Georgia Changes the Game

    Published: 1/7/2021