The Federal Reserve has not yet begun easing, but “Easing” is a multi-dimensional event, and increasingly, the outlines of a new cycle (often associated with the beginning of a bull market) are coming into focus. It’s only in its infancy, still far from firing on all cylinders, and it could yet be aborted. Nonetheless, while another Fed meeting is again…
I think the best way to describe the past trading week would be by using the word “funky”. NO,...
Although we haven’t quite hit the earnings season stride, usually marked by the financials reporting results, investors will roll...
It’s difficult to be too optimistic with another 75bps rate hike (almost certainly) coming next week, and especially given...
The most painful thing to watch with traders is the belief that markets have to prove something to THEM,...
I don’t know that there were many investors/traders who anticipated the route in markets this past week, but there...
In my conversations over the years with retail investors — many of whom are novices (not that there’s anything...
In lieu of our regularly scheduled State of the Market video analysis, this week we offer a general public...
Cross-Asset Strategy: With equities trading near last summer’s highs and at above-average multiples, despite weakening earnings and the recent...
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