Peak inflation and lower borrowing costs are great news for equities in the medium and longer term. Nevertheless, buying stocks into the teeth of a recession...
The decline of the past two weeks has been relentless. It could have been worse. Since the high of August 16th, so far there has only been one...
As the FOMC reduced its “liquidity injections” in February, market valuations began deflating. And then this week, following a huge reduction in the FOMC’s balance sheet, the...
As August 2022 is about to begin, the stock market has outperformed commodities for the past three decades. The stock market had a good July, and...
The intractable inflation seen in the June CPI print isn’t all about some aberrant spike in food and energy prices. Core CPI (ex food and energy)...
Too many investors see extremes, such as this, as a reason to give up hope; that thing will never change, and so they give up. Thinking like...
A big problem with the financial stocks, and major concern for the FOMC is the bear market in bonds continues unabated. Since last December, this T-Bond’s valuation...
Since March 2020, the FOMC has been in the market buying corporate bonds too. In March 2020 the corporate bond market was in a free fall...
Two weeks ago, gold was only a few dollars from making a new all-time high. At this week’s close, it’s now below scoring position. But with all...
For the Dow Jones, its 15-count hit a -9 in late January. A 15-count of -9 is a very oversold market, a market that is due for...