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Joshua M Brown

Remember what happened last time

Today we hear from the Federal Open Market Committee as Fed Chair Jerome Powell & Co announce the latest tweak to their monetary policy for the overnight Federal Funds interest rate. I’m on CNBC...

Live by the sword – The Reformed Broker

Tiger said in a note to investors last week that its hedge fund, which managed $23 billion at the end of 2021, was down 52% this year. That is one of the largest-ever losses...

Employment-related inflation has peaked – The Reformed Broker

Employment-related inflation has peaked. Wages are not coming down but applicants are going to become more plentiful while job openings decrease. And this will put a lid on the acceleration of employment costs. I’m...

What part of rangebound didn’t you understand?

We’re on like day 129 or day 130 of the current bear market. It began January 3rd. There has been a lot of unwillingness to accept our present condition this spring. Summer is...

Why things could get “disorderly” in June

According to VanEck CEO Jan van Eck, everything about the selloff of 2022 so far has been perfectly orderly and the Federal Reserve is very happy with what it’s seeing so far: Speculative...

Is the stock market “cheap enough” yet?

Is the stock market “cheap enough” yet? What does that even mean? Never mind, too hard a question – it’s very cheap if you’re holding til 2050 or later. It might not be...

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