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Jeff Weniger

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Oh, Wall Street. You’re making the same mistake as in 2016. When the Street won’t even entertain an outcome that you think is possible – or probable – there’s your

I'm not sure you realize the sheer number of people that are going to leave many of these U.S. cities now that so many can work from home.THREAD I hear

Japan For Dividends! No Kidding.There is a futures market for Nikkei 225 dividends, just like there is one for the S&P 500. Look who the Street expects to cut more.

Winners and Losers: Oil’s Collapse is Truckers’ GainGoing to roll the dice, step out of my lane and ponder this cyclical industry. Start with diesel, which could further succumb to

Stock Market Buybacks vs. Dividends. What Gets Slashed First?-THREAD-Let's dig.Here’s what the $24.1tn S&P 500 paid in the year to March. See those buybacks? Wave goodbye.- On Wednesday's call I'll

We need to talk about why you’re out there paying 26 times trailing earnings for the Russell 1000 Growth index (U.S. Large Cap Growth stocks).Thread1/5 2/ Oh, here’s why. Because