Scott Rubner News Today

My bottom line, josh, until rates and apple stabilize, the market is not going to stabilize. I think the big picture thing to bear in mind is what were seeing this month is wholly of a piece what typically happens in august, what typically happens august in the third year of the president ial cycle, and coming out of an earnings season that, quite frankly, was not great but not terrible and better than expected on a lot of fronts. You had stocks run up into that better than expected earnings in ...

There has been much uproar about AI stock valuations and how investors are overpaying for mega-cap tech stocks that are promising something that still lies far into the future — productivity gains, ...

(Bloomberg) -- European stocks rose ahead of a widely expected interest rate cut by the European Central Bank as markets reassessed bets of policy easing this year.Most Read from BloombergBillionaire-Friendly Modi Humbled by Indians Who Make $4 a DayA Struggling Business Park Deals a Blow to Singapore's Regional Hub AmbitionsNvidia Tops $3 Trillion in Market Value, Leapfrogging AppleS&P 500 Hits 25th Record This Year as Tech Soars: Markets WrapBlackRock, Citadel Back Texas Stock Exchan...

"The bar for being short equities right now is very high given these upcoming flow and random market dynamics," Goldman Sachs' Scott Rubner said.

"The bar for being short equities right now is very high given these upcoming flow and random market dynamics," Goldman Sachs' Scott Rubner said.

Seems it already is?

Traders are keeping a close eye on flows into equities from the retail crowd as stocks hover near record highs and meme stocks popped and then fizzled this week.

Stocks at record highs are stoking 'FOMU' - fear of materially underperforming - among investors, a Goldman Sachs managing director says. Read more here.

(Bloomberg) — A rally in tech heavyweights lifted the broader stock market, with the group’s high-stakes earnings seen by Wall Street investors as a major test of the bull run in equities. In late hours, Tesla Inc. soared as the electric-vehicle giant said it will accelerate the launch of more-affordable models — and chief Elon…

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero