Connect with us
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...
There's an overwhelming sense of an impending recession, so why have stock markets been in such a strong rally in recent months? One answer could lie...
Asset prices are falling and the economy is shrinking at the same time inflation is at a record high. This means for the first time in...
The economy is so weak right now that it only took one, 25 bp rate hike to invert the 10-2 yield spread. This leaves just about...
This hiking cycle is totally incomparable to any other. And it will have an extremely negative effect on the record-high values seen in the equity market...
From 1933 to 1958, as per Barron’s data plotted below (and I’m sure this was so long before 1933), stock dividends yielded more than bonds. Investors...
As much as we all love seeing Wall Street’s bulls dancing with happy feet, a fuse has been lit in consumer prices. If current trends in...
The trading frenzy continues, and stock markets once again soar to new all-time highs. When will the craziness end? Euphoria reigns. Trading volumes soared. Valuations are...
Wall Street soared. Main Street struggled. The COVID claimed tens of thousands of lives and disrupted many more. The global economy was deep into a recession....
2020 was marked by a tremendous divergence in economic sectors. There was a crash in the leisure and hospitality sectors, but a boom in home improvement,...