All posts by Larry Berman

Chinese Tech Stocks in the Crosshairs

Antitrust issues have been a market factor since the 1887. A company gets too big and it can hurt consumers. There is a basic history lesson here. In recent years, big tech MSFT, GOOGL, FB and others have been subject of Congressional crosshairs. Jeff Bezos

Seasonality and Stimulus Supportive for Q2

This week marks the 14th anniversary of Berman’s Call on BNN. Thank you! Seasonality patterns show the longer-term biases markets have exhibited historically. There is no guarantee these work every year. When we combine seasonal factors with other (none related) factors like the recent $1.9T

The Bond Vigilante is Back

The Fed’s balance sheet is massive. The central banks of the world will most likely win the short-term fights in this day and age of unlimited money printing. Recent action in the bond market suggests we may see a knock down battle at the O.K.