Rational Exuberance

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January 2024

The bull keeps raging
Solid earnings, diminishing worries about inflation and hopes for Fed rate cuts are keeping the rally on track.
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Paul R. La Monica
Hotels haven't been killed by Airbnb after all
Shares of three top lodging chains are trading at all-time highs and have outperformed Airbnb since the home sharing site went public more than three…
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Paul R. La Monica
Apple stock finally catches a break
Shares of the world's most valuable company are rallying after the iPhone maker announced a release date for its Vision Pro headset.
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Paul R. La Monica

December 2023

Happy New Year!
2023 was a "magnificent" one for investors, even those that owned more than that famous septet of stocks that dominate the S&P 500.
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Paul R. La Monica
The rally that just won't quit
Despite a big earnings warning from FedEx and weak results from General Mills. stocks held up well Wednesday. The soft landing hopes and dreams are…
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Paul R. La Monica
Doves fly at the Fed...and the market loves it
Wall Street was thrilled to see that the Federal Reserve is clearly getting ready for rate cuts next year.
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Paul R. La Monica
Beware the Fed Grinch?
Random thoughts on the markets and economy
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Paul R. La Monica

November 2023

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