Thoughts on the Market

1317 Episodes

1. Andrew Sheets: Are Markets Pricing-In Recent U.S. Election Polls?

   Published: 16/10/2020
2. Special Episode: Playing the Reopening and Recovery Into 2021

   Published: 15/10/2020
3. Michael Zezas: One Fewer Election Blind Spot?

   Published: 14/10/2020
4. Mike Wilson: Investors Juggle Multiple Uncertainties

   Published: 12/10/2020
5. Andrew Sheets: The New Definition of “Peak Oil”?

   Published: 09/10/2020
6. Michael Zezas: Should Investors Prepare for No Stimulus?

   Published: 07/10/2020
7. Mike Wilson: Rate Scare on Deck?

   Published: 05/10/2020
8. Andrew Sheets: How Will Markets React to a Workable Vaccine?

   Published: 02/10/2020
9. Special Episode: COVID-19 Vaccine - Trials and Tribulations

   Published: 01/10/2020
10. Michael Zezas: It’s the Results That Count

    Published: 30/09/2020
11. Mike Wilson: Near-term Correction; Long-term Recovery?

    Published: 28/09/2020
12. Andrew Sheets: Four Reasons to Remain Patient

    Published: 25/09/2020
13. Michael Zezas: Unlikely Paths to Stimulus May Interest Investors

    Published: 24/09/2020
14. Mike Wilson: A Correction with Policy Roots

    Published: 21/09/2020
15. Andrew Sheets: The Uncertainty of the Fed’s New Certainty

    Published: 18/09/2020
16. Special Episode: The ABCs of ESG ETFs

    Published: 16/09/2020
17. Mike Wilson: Could the Correction Continue Further?

    Published: 14/09/2020
18. Andrew Sheets: Markets Ponder a Trillion-Dollar Question

    Published: 11/09/2020
19. Special Episode: Why Vaccine Discovery is Just the Beginning

    Published: 10/09/2020
20. Michael Zezas: The Waiting is the Hardest Part

    Published: 09/09/2020