@matthewsphillips.bsky.social
Interesting market price I’ve been watching lately, from Morgan Stanley’s big note on tech hardware, which clobbered Dell shares today ...
November 17, 2025 at 8:45 PM
Interesting market price I’ve been watching lately, from Morgan Stanley’s big note on tech hardware, which clobbered Dell shares today ...
Buried two scrolls down on the Journal’s website:
Seems like it would warrant a bit more attention. But what do I know.
Seems like it would warrant a bit more attention. But what do I know.
September 22, 2025 at 2:33 PM
Buried two scrolls down on the Journal’s website:
Seems like it would warrant a bit more attention. But what do I know.
Seems like it would warrant a bit more attention. But what do I know.
Are with in the midst of an asset bubble?
Here’s one piece of evidence brought to my attention in a recent chat with David Kelly, chief global strategist for JPMorgan Asset Management.
Here’s one piece of evidence brought to my attention in a recent chat with David Kelly, chief global strategist for JPMorgan Asset Management.
September 19, 2025 at 7:51 PM
Are with in the midst of an asset bubble?
Here’s one piece of evidence brought to my attention in a recent chat with David Kelly, chief global strategist for JPMorgan Asset Management.
Here’s one piece of evidence brought to my attention in a recent chat with David Kelly, chief global strategist for JPMorgan Asset Management.
Corporate America plans to raise prices.
(Chart, Morgan Stanley)
(Chart, Morgan Stanley)
August 25, 2025 at 2:54 PM
Corporate America plans to raise prices.
(Chart, Morgan Stanley)
(Chart, Morgan Stanley)
It’s always Christopher Reeve. The greatest. Incidentally, pretty sure those movies are why I became a reporter. I still have my lunchbox somewhere, which shows Clark Kent getting yelled at by his editor.
www.nytimes.com/2025/07/16/m...
www.nytimes.com/2025/07/16/m...
July 17, 2025 at 1:55 PM
It’s always Christopher Reeve. The greatest. Incidentally, pretty sure those movies are why I became a reporter. I still have my lunchbox somewhere, which shows Clark Kent getting yelled at by his editor.
www.nytimes.com/2025/07/16/m...
www.nytimes.com/2025/07/16/m...
July 11, 2025 at 2:19 PM
June 27, 2025 at 1:46 PM
June 20, 2025 at 3:46 PM
Don Zimmer! 1955! Check the ups.
June 20, 2025 at 1:44 PM
Don Zimmer! 1955! Check the ups.
Where are the customers’ marinas?
June 12, 2025 at 4:05 PM
Where are the customers’ marinas?
Excellent bad sell-side research pun here ... chef’s kiss.
June 12, 2025 at 1:25 PM
Excellent bad sell-side research pun here ... chef’s kiss.
The word “tax” does not appear in this story. Remarkable.
June 11, 2025 at 2:38 PM
The word “tax” does not appear in this story. Remarkable.
Sherwood News is THE ONLY PLACE you get this level of stock market insight!
sherwood.news/markets/say-...
sherwood.news/markets/say-...
May 7, 2025 at 3:32 PM
Sherwood News is THE ONLY PLACE you get this level of stock market insight!
sherwood.news/markets/say-...
sherwood.news/markets/say-...
WSJ great Jason Zweig is a must read on Buffett’s farewell.
But I did chuckle at this phrasing: “a human form of artificial intelligence”
That’s what we used to call, wait for it.... intelligence!
www.wsj.com/finance/inve...
But I did chuckle at this phrasing: “a human form of artificial intelligence”
That’s what we used to call, wait for it.... intelligence!
www.wsj.com/finance/inve...
May 6, 2025 at 8:16 PM
WSJ great Jason Zweig is a must read on Buffett’s farewell.
But I did chuckle at this phrasing: “a human form of artificial intelligence”
That’s what we used to call, wait for it.... intelligence!
www.wsj.com/finance/inve...
But I did chuckle at this phrasing: “a human form of artificial intelligence”
That’s what we used to call, wait for it.... intelligence!
www.wsj.com/finance/inve...
Important Associated Press reporting — and disturbing images — out of Gaza, where after a three-month blockade by Israel "acute malnutrition among children is spiking."
apnews.com/article/gaza...
apnews.com/article/gaza...
May 6, 2025 at 2:18 AM
Important Associated Press reporting — and disturbing images — out of Gaza, where after a three-month blockade by Israel "acute malnutrition among children is spiking."
apnews.com/article/gaza...
apnews.com/article/gaza...
I believe this is what technical analysts might call a “weak ass tape.”
April 21, 2025 at 6:18 PM
I believe this is what technical analysts might call a “weak ass tape.”
Wall Street is finally starting to trim earnings expectations for Nvidia ... $NVDA
sherwood.news/markets/nvid...
sherwood.news/markets/nvid...
April 21, 2025 at 5:22 PM
Wall Street is finally starting to trim earnings expectations for Nvidia ... $NVDA
sherwood.news/markets/nvid...
sherwood.news/markets/nvid...
This doesn’t look good. I’ve never found too many helpful signals in the NY Fed’s manufacturing survey. But this is pretty sharp drop in expectations, chart from a Goldman note published Tuesday.
April 15, 2025 at 9:38 PM
This doesn’t look good. I’ve never found too many helpful signals in the NY Fed’s manufacturing survey. But this is pretty sharp drop in expectations, chart from a Goldman note published Tuesday.
April 15, 2025 at 1:31 PM
April 7, 2025 at 4:28 PM
Whiskey glut! Do your duty, America.
March 6, 2025 at 4:16 PM
Whiskey glut! Do your duty, America.
February 11, 2025 at 8:59 PM
Hey, @downtownjoshbrown.bsky.social ... Is @ritholtz.bsky.social a time traveler?
www.barrons.com/articles/sto...
www.barrons.com/articles/sto...
February 11, 2025 at 6:45 PM
Hey, @downtownjoshbrown.bsky.social ... Is @ritholtz.bsky.social a time traveler?
www.barrons.com/articles/sto...
www.barrons.com/articles/sto...