Rational Exuberance

Thanks for reading!

I'm starting a new job. So it's time to wind down this Substack for now.

Feb 14, 2024 • 

Paul R. La Monica

5

1

Vegas baby, Vegas. Sphere stock has been Super

The Super Bowl is in Sin City. Will that lead to an even bigger boost to the already red hot Sphere Entertainment stock?

Feb 8, 2024 • 

Paul R. La Monica

February Stars

The stock market is off to a solid start so far this month. Investors are cheering good earnings news and a strong labor market. Imagine that!

Feb 2, 2024 • 

Paul R. La Monica

January 2024

The bull keeps raging

Solid earnings, diminishing worries about inflation and hopes for Fed rate cuts are keeping the rally on track.

Jan 26, 2024 • 

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…

Jan 18, 2024 • 

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.

Jan 8, 2024 • 

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.

Dec 29, 2023 • 

Paul R. La Monica

1

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…

Dec 20, 2023 • 

Paul R. La Monica

1

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.

Dec 13, 2023 • 

Paul R. La Monica

Beware the Fed Grinch?

Random thoughts on the markets and economy

Dec 8, 2023 • 

Paul R. La Monica

November 2023

Here comes Santa Claus?

The typical year-end rally may be coming a little sooner this year.

Nov 29, 2023 • 

Paul R. La Monica

Binge on diet drug stocks this Thanksgiving?

Ozempic and Mounjaro are all the rage...and that's led to a big pop in the shares of Novo Nordisk and Eli Lilly. Will the rally continue?

Nov 22, 2023 • 

Paul R. La Monica