Since at least Jackson Hole, the narrative has been that inflation is a big problem, and the Federal Reserve was up for the fight—certifying it would raise interest rates quickly, substantially, and for a long time. Powell gave his “tough-love” speech on August 26th when the S&P 500 was at 4,200 and the Treasury yield was near 3%. Thereafter, “good…
Retail stocks were punished on January 27, 2016 as fear levels increased over the potential for a border tax.The...
The rise in inflation and the Fed’s reaction to it has been a real headwind for valuations this year....
Look for further upside in 2022, the cycle is far from finished… the dip driven by new variant scare...
The U.S. money supply is shrinking for the first time since 1949, as savings deposits decline and the Federal...
Growth is slowing for both the economy and earnings and is unlikely to bottom until 1H2022. Meanwhile, earnings revisions...
Based solely on calendar patterns, January’s S&P 500 gain is a mild positive for stocks over the remaining months...
Hardest thing for most traders/investors to do is to pull the trigger and execute the trade. They put risk...
With the back-stopping of bank deposits by the Fed/FDIC, many equity investors are asking if this is another form...
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