Новости и обновления Kelly Evans
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Kelly Evans: The most wonderful newsletter of the year
What a crazy, crazy year it's been. I wrote fifty-four newsletters about it. And I was curious to ch...
Kelly Evans: What you missed on The Exchange
Monday - Friday, 1:00 - 2:00 PM ET Welcome to a little experiment I'd like to try. There are so many...
Kelly Evans: The fight between public and private
It's ironic that at the very moment the private markets are in turmoil because of their opacity, the...
Kelly Evans:
Monday - Friday, 1:00 - 2:00 PM ET A year ago today, when the president called off his "liberation d...
Kelly Evans: A Fed hike would underscore how poorly we still understand inflation
Monday - Friday, 1:00 - 2:00 PM ET There is a line going around the investment world lately, as the ...
Kelly Evans: The revenge of the old economy again
The AI boom has not just given the "hardware trade" new life--it's boosted demand for all sorts of r...
Kelly Evans: The populism selloff
We were off to such a rip-roaring start to the year. The "broadening" rally was working, the AI trad...
Kelly Evans: The deficit is down big
Monday - Friday, 1:00 - 2:00 PM ET The explosion of the budget deficit was one of the most worrisome...
Golden Apple: Kelly Evans
DEARING, Ga (WJBF) Kelly Evans loves her little ones. She makes kindergarten fun and that makes them...
Kelly Evans: The oil shock isn't over
The Iran war started a month ago. The price of U.S. oil closed at a new high yesterday. That's right...
Kelly Evans: What a Warsh Fed looks like
I have been getting tons of questions about Kevin Warsh, the president's pick to replace Jerome Powe...
Kelly Evans: This is not QE
The biggest surprise to come out of the Fed's decision to cut rates again yesterday was not the rate...
Kelly Evans: Silver and wow
Monday - Friday, 1:00 - 2:00 PM ET In case you haven't noticed, the silver and gold trade has practi...
Kelly Evans: The merriest gift of the year
Monday - Friday, 1:00 - 2:00 PM ET What more could you ask for? We just got the November CPI report,...
Kelly Evans: The momentum blow-up
I'm not sure who first coined the phrase that the market takes the stairs up, and the elevator down,...
Kelly Evans: The oil shock
Up like a rocket, down like a feather. That $55 a barrel oil price we saw in December is now ancient...
Kelly Evans: It's NOT the economy
Monday - Friday, 1:00 - 2:00 PM ET I feel like I used to specialize in being bearish about the econo...
Kelly Evans: The global bond selloff
So much for sub-6% mortgage rates, at least for today. Have you seen what's going on with global bon...
Kelly Evans: The "Mag 7" gets fracked
Did the "Magnificent 7" just turn themselves into commodity producers? The parallels between their d...
Kelly Evans: Dow 10.8 million
We've all heard the stories. $100 invested in shares of P&G in 1932 would now be worth over $1 milli...
Kelly Evans: The memory shortage gets real
It's one thing when the memory stocks are soaring. It's another thing when you can't get an iPhone. ...
Kelly Evans: The implosion of the health insurers
Monday - Friday, 1:00 - 2:00 PM ET It's pretty shocking just how poorly the health insurance names a...
Kelly Evans: How do you "fix" the Fed?
Monday - Friday, 1:00 - 2:00 PM ET The irony of having this whole discussion right now about how to ...
Kelly Evans: The jobs market "recalibrates"
Monday - Friday, 1:00 - 2:00 PM ET It's clear after today's jobs number that this is not an economy ...
Kelly Evans: Stablecoins to the rescue
Can I just say I find it highly amusing that crypto stablecoins are now being cited as a "helpful" s...
Kelly Evans: Everything looks different now
The jobs report this morning is worthy of a quick comment. It's one thing when you get a surprisingl...
Kelly Evans: Are we past peak deficits?
Monday - Friday, 1:00 - 2:00 PM ET The fiscal hawks warn it's "irresponsible," "fails the American p...
Courtney Hurley and Kelly Evans: A Smarter Framework for Small Business Marketing
Marketing has transformed dramatically over the last decade. What once relied on print ads and billb...
Kelly Evans: The tariff math
Here's a puzzle that's been bothering me: how can we be seeing substantial tariff revenues, and flat...
Kelly Evans: Saying goodbye to Charlie Munger
You knew it was coming, of course--the man was 99--but the loss of Charlie Munger is still massive. ...