MV Weekly Market Flash: Europe's Sea of Troubles

March 14, 2025 MV Weekly Market Flash: Correction for Large, Near-Bear for Small

March 7, 2025 MV Weekly Market Flash: The Cost of Uncertainty

February 28, 2025 MV Weekly Market Flash: What’s In An Index? CPI Versus PCE

February 21, 2025 MV Weekly Market Flash: The German Stock Market’s Strange Exuberance

February 14, 2025 MV Weekly Market Flash: Eggs, And A Whole Lot More

February 7, 2025 MV Weekly Market Flash: A Whole Lot of Nowhere

January 31, 2025 MV Weekly Market Flash: The AI Story’s Next Chapter

January 24, 2025 MV Weekly Market Flash: Bond Vigilantes Hold Fire, For Now

January 17, 2025 MV Weekly Market Flash: China Fast Out of the Gate

January 10, 2025 MV Weekly Market Flash: Hot Jobs, Cold Fed

January 3, 2025 MV Weekly Market Flash: Four Things On Our Radar

December 27, 2024 MV Weekly Market Flash: Goodbye to 2024

December 20, 2024 MV Weekly Market Flash: Brake Lights Ahead

December 13, 2024 MV Weekly Market Flash: Vigorous Words, But No Bazooka

December 6, 2024 MV Weekly Market Flash: Hot World, Chill Markets

November 27, 2024 MV Weekly Market Flash: The Market Finds Its Inner Peace

November 22, 2024 MV Weekly Market Flash: The Enduring Advantage

November 15, 2024 MV Weekly Market Flash: The 4-3-2 Economy

November 8, 2024 MV Weekly Market Flash: The Markets Are The Guardrails

November 1, 2024 MV Weekly Market Flash: The Noisiest Ten Days of the Year

October 25, 2024 MV Weekly Market Flash: What’s Going On With Gold

October 18, 2024 MV Weekly Market Flash: When Tailwinds Become Headwinds

October 11, 2024 MV Weekly Market Flash: Rates Go Down, Rates Go Up

October 4, 2024 MV Weekly Market Flash: More Treats Than Tricks

September 27, 2024 MV Weekly Market Flash: The Tailwinds of September

September 20, 2024 MV Weekly Market Flash: What To Expect When You’re Expecting a Rate Cut

September 13, 2024 MV Weekly Market Flash: China In 3D

September 6, 2024 MV Weekly Market Flash: September, True to Form

August 30, 2024 MV Weekly Market Flash: The De-Inversion Cometh. What Next?

August 23, 2024 MV Weekly Market Flash: If It’s Late August, It Must Be Jackson Hole

August 16, 2024 MV Weekly Market Flash: Apocalypse Not

August 9, 2024 MV Weekly Market Flash: Notes From A Weird Week

August 2, 2024 MV Weekly Market Flash: Any Excuse to Sell

July 26, 2024 MV Weekly Market Flash: Economy Grows, Inflation Cools, Markets Hyperventilate

July 19, 2024 MV Weekly Market Flash: The Search for the Killer AI App

July 12, 2024 MV Weekly Market Flash: It’s Rotation Time (Or Not) Again

July 5, 2024 MV Weekly Market Flash: Economy Slows, Businesses Grow

June 28, 2024 MV Weekly Market Flash: One Down, One To Go

June 21, 2024 MV Weekly Market Flash: It’s Prove It Time for AI Stocks

June 7, 2024 MV Weekly Market Flash: ECB, Alone

May 31, 2024 MV Weekly Market Flash: The Not Quite Dead Yield Curve Signal

May 24, 2024 MV Weekly Market Flash: Earnings Exceeding Expectations

May 17, 2024 MV Weekly Market Flash: The Slowdown Is Here, and Markets Cheer

May 10, 2024 MV Weekly Market Flash: The More Things Stay The Same

May 3, 2024 MV Weekly Market Flash: How the Bond Market Learned to Love the Fed

April 26, 2024 MV Weekly Market Flash: Too Early To Call Stagflation

April 19, 2024 MV Weekly Market Flash: Dollar Dominance and the Ghosts of 1997

April 12, 2024 MV Weekly Market Flash: Sideways, With a Splash of Uncertainty

April 5, 2024 MV Weekly Market Flash: Oil, Jobs and Money

March 28, 2024 MV Weekly Market Flash: China’s Long Game

March 22, 2024 MV Weekly Market Flash: The Happiest Fed Ever

March 15, 2024 MV Weekly Market Flash: Equity Investors Plow Through Hot Inflation

March 8, 2024 MV Weekly Market Flash: Sometimes, Good News Is Good News

March 1, 2024 MV Weekly Market Flash: Nothing Changes Except the FOMO-Meter

February 23, 2024 MV Weekly Market Flash: AI to the Rescue, Again.

February 16, 2024 MV Weekly Market Flash: A Week of Mixed Signals

February 9, 2024 MV Weekly Market Flash: Very Expensive, Or Just Expensive?

February 2, 2024 MV Weekly Market Flash: China Versus India

January 26, 2024 MV Weekly Market Flash: Another Installment for the Goldilocks Diaries

January 19, 2024 MV Weekly Market Flash: The Yield Curve’s Tortured Path to Normal

January 12, 2024 MV Weekly Market Flash: Our 2024 Outlook

January 5, 2024 MV Weekly Market Flash: New Year, New Jobs

December 29, 2023 MV Weekly Market Flash: Earnings Will Matter in 2024

December 22, 2023 MV Weekly Market Flash: A Very Good Inflation Number

December 15, 2023 MV Weekly Market Flash: The Pivot and the Puzzle

December 8, 2023 MV Weekly Market Flash: Last Big News Cycle for the Market in ’23

December 1, 2023 MV Weekly Market Flash: Growth Up, Inflation Down

November 22, 2023 MV Weekly Market Flash: The Story That Won’t Go Away

November 17, 2023 MV Weekly Market Flash: Japan, Still the Outlier After All These Years

November 10, 2023 MV Weekly Market Flash: Europe’s Ongoing Malaise

November 3, 2023 MV Weekly Market Flash: The Non-Predictive Jobs Numbers

October 27, 2023 MV Weekly Market Flash: Mixed Bag and a High Bar for Earnings

October 20, 2023 MV Weekly Market Flash: So Much for Bond FOMO

October 13, 2023 MV Weekly Market Flash: Geopolitics and the Indifference of Markets

October 6, 2023 MV Weekly Market Flash: Hot Jobs, Hot Bonds

September 29, 2023 MV Weekly Market Flash: A Brief History of Markets and Shutdowns

September 22, 2023 MV Weekly Market Flash: Wild Times For Safe(?) Assets

September 15, 2023 MV Weekly Market Flash: Oil, Inflation and Consumers

September 8, 2023 MV Weekly Market Flash: Petulant China

September 1, 2023 MV Weekly Market Flash: Not The Cruellest Month, Perhaps

August 25, 2023 MV Weekly Market Flash: The Trade Winds Theory of Markets

August 18, 2023 MV Weekly Market Flash: It’s Wyoming Week Again

August 11, 2023 MV Weekly Market Flash: A Deflating Week for China

August 4, 2023 MV Weekly Market Flash: Yields Rise for (Mostly) Non-Downgrade Reasons

July 28, 2023 MV Weekly Market Flash: End of the Cycle?

July 21, 2023 MV Weekly Market Flash: High Bar for Tech Earnings

July 14, 2023 MV Weekly Market Flash: International Equities Had a Minute, Until They Didn’t

July 7, 2023 MV Weekly Market Flash: Bonds in Wonderland

June 30, 2023 MV Weekly Market Flash: A Pretty Resilient First Half for US Equities

June 23, 2023 MV Weekly Market Flash: The Great Rotation Debate

June 16, 2023 MV Weekly Market Flash: Will the Bond Market Listen This Time?

June 9, 2023 MV Weekly Market Flash: Two Cheers for the New Bull

June 2, 2023 MV Weekly Market Flash: The Strangest of Job Markets

May 26, 2023 MV Weekly Market Flash: Narrow Is The Gate For Outperformance

May 19, 2023 MV Weekly Market Flash: All Quiet On The Equity Front

May 12, 2023 MV Weekly Market Flash: Tales of the Pause

May 5, 2023 MV Weekly Market Flash: What’s Next for the Economy?

April 28, 2023 MV Weekly Market Flash: Debt Ceiling Drama, Past and Present

April 21, 2023 MV Weekly Market Flash: Memos and the Market

April 14, 2023 MV Weekly Market Flash: Uneasy Calm as Banks Report Earnings

April 6, 2023 MV Weekly Market Flash: How Confident Are Consumers, Really?

March 31, 2023 MV Weekly Market Flash: Two Cheers for the Rally, and a Caveat

March 24, 2023 MV Weekly Market Flash: Some Signals Amid the Noise

March 17, 2023 MV Weekly Market Flash: Bad Banks and Bad Bankers

March 10, 2023 MV Weekly Market Flash: What Today’s Jobs Numbers Tell Us

March 3, 2023 MV Weekly Market Flash: The Least Discussed, Most Important Metric

February 24, 2023 MV Weekly Market Flash: PCE Seals the Memo

February 17, 2023 MV Weekly Market Flash: No Landing, Or Delayed Landing?

February 10, 2023 MV Weekly Market Flash: Making Sense of the Split Message

February 3, 2023 MV Weekly Market Flash: Fed Versus Market On Inflation

January 27, 2023 MV Weekly Market Flash: The Next Big Piece of Tech Real Estate

January 20, 2023 MV Weekly Market Flash: Earnings Downgrades Bottoming Out?

January 13, 2023 MV Weekly Market Flash: Euroscepticism

January 6, 2023 MV Weekly Market Flash: Our 2023 Investment Thesis

December 30, 2022 MV Weekly Market Flash: The Year In Three Phrases

December 23, 2022 MV Weekly Market Flash: Due Diligence Is Due for a Comeback

December 16, 2022 MV Weekly Market Flash: Market Intelligence, Or Not

December 9, 2022 MV Weekly Market Flash: The Oil Price Surge That Wasn’t

December 2, 2022 MV Weekly Market Flash: Powell Giveth, Jobs Taketh Away

November 23, 2022 MV Weekly Market Flash: And Just Like That, Bonds Are Cool Again

November 18, 2022 MV Weekly Market Flash: FTX and the Blessings of Non-contagion

November 11, 2022 MV Weekly Market Flash: Has the Santa Claus Rally Come Early?

November 4, 2022 MV Weekly Market Flash: The Strategic Case Against Emerging Markets

October 28, 2022 MV Weekly Market Flash: Things That Go Bump In the Night

October 21, 2022 MV Weekly Market Flash: Markets and Politics

October 14, 2022 MV Weekly Market Flash: Here Come the Earnings

October 7, 2022 MV Weekly Market Flash: Recessionomics

September 30, 2022 MV Weekly Market Flash: Apoplexy In The UK

September 23, 2022 MV Weekly Market Flash: This Is a Cycle, Not a Crisis

September 16, 2022 MV Weekly Market Flash: Margin Calls

September 9, 2022 MV Weekly Market Flash: Better Here Than There, Updated

September 2, 2022 MV Weekly Market Flash: No Market For Old Hedges

August 26, 2022 MV Weekly Market Flash: Jay Powell’s History Lesson

August 19, 2022 MV Weekly Market Flash: What About That Recession?

August 12, 2022 MV Weekly Market Flash: The Dog Days Finally Arrive

August 5, 2022 MV Weekly Market Flash: A Mixed Take on Sales and Earnings

July 29, 2022 MV Weekly Market Flash: Markets Wish Upon a Star

July 22, 2022 MV Weekly Market Flash: Strange Times in the Bond Market

July 15, 2022 MV Weekly Market Flash: Private Equity Not Immune from the Troubles

July 8, 2022 MV Weekly Market Flash: The Post-Distortion Economy

July 1, 2022 MV Weekly Market Flash: Earnings and Inflation Are Top H2 Concerns

June 24, 2022 MV Weekly Market Flash: Europe’s Sea of Troubles

June 17, 2022 MV Weekly Market Flash: The Earnings Puzzle

June 10, 2022 MV Weekly Market Flash: What the Fed Can (and Cannot) Do About Inflation

June 3, 2022 MV Weekly Market Flash: Good News, Bad News

May 27, 2022 MV Weekly Market Flash: Go Away, or Stay to Play

May 20, 2022 MV Weekly Market Flash: Hard Landing for Retail

May 13, 2022 MV Weekly Market Flash: The Pain Trade

May 6, 2022 MV Weekly Market Flash: Risk Is Not a One-Way Street

April 29, 2022 MV Weekly Market Flash: The Mixed Message on GDP

April 22, 2022 MV Weekly Market Flash: Earnings Strong, With a Notable Exception

April 14, 2022 MV Weekly Market Flash: What Peak Inflation Does (and Doesn’t) Mean

April 8, 2022 MV Weekly Market Flash: Cereal Problems

April 1, 2022 MV Weekly Market Flash: The Jobs Question, Short-Term and Long-Term

March 25, 2022 MV Weekly Market Flash: Mixed Messages from the Bond Market

March 18, 2022 MV Weekly Market Flash: Pullbacks Long and Short

March 11, 2022 MV Weekly Market Flash: For Now It’s Still About Inflation

March 4, 2022 MV Weekly Market Flash: A Decade of a Week

February 25, 2022 MV Weekly Market Flash: Sanctions, Shorts and Fat Tails

February 18, 2022 MV Weekly Market Flash: The Fog of War…and Markets

February 11, 2022 MV Weekly Market Flash: The Bear of Low Quality

February 4, 2022 MV Weekly Market Flash: Here Come the Bonds

January 28, 2022 MV Weekly Market Flash: A Glimpse of a New Economic Cycle

January 21, 2022 MV Weekly Market Flash: A Consequential Week Ahead

January 14, 2022 MV Weekly Market Flash: Whip Inflation Now, Says the Fed

January 7, 2022 MV Weekly Market Flash: Jobs Report Sets a Strange Tone for the Year

December 30, 2021 MV Weekly Market Flash: Our Last Word for 2021: Stonks

December 17, 2021