The market story of 2024 encounters some “second-act problems,” where conflicts escalate and characters are tested. Reawakened bond volatility and a repriced Fed path take the S&P 500 back to levels of five weeks ago - the moment of peak “we can have it all.” What’s changed,

From relentless rally to persistent pullback, from five months without a 2% dip to a 5% retreat operating by sell-the-rallies rules. Typical market ebb and flow or more treacherous currents ahead? New CNBC Pro column. Free to read. cnbc.com/2024/04/20/bre…

Berkshire Hathaway’s annual shareholder meeting this weekend is kicking off with a shopping extravaganza. Yun Li gives us an inside look. Watch the 2024 Berkshire Hathaway annual shareholders meeting on Saturday, May 4: cnb.cx/3MbZe1r

Warren Buffett's Berkshire Hathaway cut Apple investment by about 13% in the first quarter cnbc.com/2024/05/04/war…

Berkshire Hathaway operating earnings soar 39% as Buffett's cash hoard swells to record $188 billion cnbc.com/2024/05/04/ber…

Warren Buffett says Greg Abel will make Berkshire Hathaway investing decisions when he's gone cnbc.com/2024/05/04/war…

Down for three weeks down, up for three, a near round trip from an oh-so-orderly 5% dip. Enough to refresh the bull market with good-enough earnings and a Fed waiting to get lucky on inflation? New CNBC Pro column, free to read with email registration. cnbc.com/2024/05/11/sp-…

GameStop, AMC attracting a fraction of retail trader interest seen during 2021's meme mania cnbc.com/2024/05/14/gam…

You can't argue with a market making new highs, though it's fair to interrogate its assumptions. The "Don't overthink it" rule sides with bulls. Yet what of consumer fatigue, softening in cyclical stocks? How relevant are old cycle patterns this time? New CNBC Pro column.

A leadership crisis in the market because not enough constituents are participating? Yes, folks are again warning of a narrow, top-heavy tape. A genuine problem? Or just some erratic rotation? How $NVDA and yields factor in. New CNBC Pro column. cnbc.com/2024/06/01/sp-…

GameStop shares surge as ‘Roaring Kitty’ trader posts account showing $116 million position cnbc.com/2024/06/02/gam…

Symptoms of the market’s current condition: “General good health. Mild discomfort, intermittent fever and chills.” Solid trend, uneven participation, heightened sensitivity to slowdown hints, episodic overheated speculative action. New CNBC Pro column. cnbc.com/2024/06/08/mik…

Hard to complain about the market’s first half performance – but not impossible. Huge return per unit of volatility has allowed investors to sleep at night and snooze all day. Time to wake up? New CNBC Pro column, read free with email registration. cnbc.com/2024/06/29/sp-…

It turns out that bad news for the economy may actually be bad news for the stock market cnbc.com/2024/08/01/it-…

Perspective: There's typically one correction every year — and this could be it cnbc.com/2024/08/02/per…

Hurricane Milton could cause as much as $175 billion in damages, according to early estimates cnbc.com/2024/10/08/hur…

Goldman forecasts just a 3% S&P 500 annual return the next 10 years, down from 13% the last decade cnbc.com/2024/10/21/gol…

Warren Buffett continued to sell down his Apple stake, cutting about a quarter in the third period cnbc.com/2024/11/02/ber…

Under Trump, Uncle Sam is becoming an active investor at a scale not seen outside war or major crises cnbc.com/2025/07/26/und…

Still think active management beats the markets? Larry Swedroe out with another strong piece demolishing the idea that active managers can outperform indexes over time. He notes: 1) 97% of active funds underperformed on a risk-adjusted basis over 20 yrs; 2) "the winner's game