Bob Pisani

3 Things: Policy Hopes, Consumer-Spending Puppies, & Tax-Cut Rainbows

"Will “Trumponomics” change the course of the U.S. economy? We certainly hope so as any improvement that filters down to the bottom 80% of the country will be beneficial. However, as investors, we must understand the difference between a “narrative-driven” advance and one driven by strengthening fundamentals. The first is short-term and leads to bad outcomes. The other isn’t, and doesn’t. "

VIX Options Traders Flash Major Warning Signal

With VIX at multi-year lows (a 10-handle!!) and stocks at record highs amid Trumpian (Goldman) exuberance, it appears options traders in the VIX complex are anything but "believers."

VIX Slam Fails (Again) - Dow Drops Below 19,900

For the third day in a row, VIX was monkey-hammered lower into the open, but - once again - it has failed to ignote momentum to Dow 20k. In fact, The Dow just faded back below 19,900 for the first time since Monday... Bob Pisani is disappointed.

Can Trumponomics Fix What's Broken?

Will “Trumponomics” change the course of the U.S. economy? We certainly hope so. It will be better for us all. However, as investors, we must understand the difference between a “narrative-driven” advance and one driven by strengthening fundamentals. The first is short-term and leads to bad outcomes. The other isn’t, and doesn’t.

World's Top Investors "Ring Alarm" At All Time Market Highs

The big rally in stocks and bonds has some of the world’s top money managers putting up warning signs. Laurence Fink and Howard Marks joined the likes of Bill Gross and Jeffrey Gundlach cautioning that buyers may be getting ahead of themselves... by about 25%.

Greater Fools Have Stormed The Casino

Since last Friday’s phony jobs report the casino has become so unhinged that analysis is beside the point. It is not surprising at all that the robo-machines are now gunning for the 2200 point on the S&P 500 charts. That’s what they do. What defies explanation, however, is that the several dozen humans left on Wall Street who apparently talk to Bob Pisani are actually attempting to rationalize this “breakout” of, well, madness.