“Market Instability” Causes BOE To Reverse QT. Is The Fed Next?
Written by Lance Roberts | Oct 4, 2022 | InvestingMarket Instability Originally Appeared At MarketWatch “Market instability” remains the most significant risk to central…
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Corporate Profit Growth Will Slow, Says the Fed
Written by Michael Lebowitz | Sep 28, 2022 | InvestingMichael Smolyansky, a senior Fed economist, claims corporate profit growth will slow appreciably. His case…
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The Big Short Squeeze Is Coming
Written by Lance Roberts | Sep 27, 2022 | InvestingThe latest rate hike announcement by the Fed sent stocks tumbling to the year’s lows….
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Tail Risk and Persistent Inflation
Written by Michael Lebowitz | Sep 21, 2022 | InvestingTail risk is the danger that asset prices move significantly more than what is considered…
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Buffett Indicator Says Markets Are Going To Crash?
Written by Lance Roberts | Sep 20, 2022 | Investing“The ‘Buffett Indicator’ says the stock market will crash.“ Such was an email I received…
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Asset Bubbles & Forward Returns
Written by Lance Roberts | Sep 16, 2022 | InvestingAsset bubbles have been prevalent throughout history. Whether it was the “Tulip bubble” in the…
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Yields are Defying Yesterday’s Logic
Written by Michael Lebowitz | Sep 14, 2022 | InvestingMany astute bond investors are baffled by rising bond yields. Economic activity is slowing, inflation…
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Recession Signals Abound As Fed Hikes Rates
Written by Lance Roberts | Sep 9, 2022 | InvestingAt the Jackson Hole Summit, Jerome Powell made it clear the Federal Reserve remains focused…
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Consumer Staples vs. Discretionary
Written by Michael Lebowitz | Sep 7, 2022 | InvestingEarnings for consumer staples and discretionary companies rely heavily on individual consumers’ financial health and…
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Earnings Decline – Likely More To Go Before We Are Done
Written by Lance Roberts | Sep 6, 2022 | InvestingLast year, I wrote an article discussing that 2022 earnings estimates were too optimistic given…
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Small Business Sales And The Running Of The Bull
Written by Lance Roberts | Sep 2, 2022 | InvestingSmall business sales are the lifeblood of the economy. We have written previously about the…
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Bear Market Wealth Management
Written by Michael Lebowitz | Aug 31, 2022 | InvestingGrowing wealth happens over decades. Within these decades are many bullish and bearish cycles. While…
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The Rule Of 20 & Why The Bear Market Remains
Written by Lance Roberts | Aug 30, 2022 | InvestingThe “Rule Of 20” says the “bear market” may just be resting despite much commentary…
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The Bear Market Is Over. Or, Is It Just Hibernating?
Written by Lance Roberts | Aug 26, 2022 | InvestingThe bear market is over. While that statement fills the mainstream media, it remains a…
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Deglobalization and Central Banking
Written by Michael Lebowitz | Aug 24, 2022 | InvestingThere are primarily two opinions on the future path for inflation. The widely held view…
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Buy Stocks Now? When It’s Time, You Won’t Want To.
Written by Lance Roberts | Aug 23, 2022 | InvestingBuy stocks in a bear market. It sounds a whole lot easier than it is….
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Paul Volker And 1982. Why Now Isn’t Then.
Written by Lance Roberts | Aug 19, 2022 | InvestingJerome Powell isn’t Paul Volker, and this isn’t 1982. As of late, market analysts are…
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S&P 3500 By Year End If QT Continues
Written by Michael Lebowitz | Aug 17, 2022 | Investing“Don’t Fight the Fed” echoes through the financial media, Wall Street, and in the minds…
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Long Term Returns Are Unsustainable
Written by Lance Roberts | Aug 12, 2022 | InvestingLong-term returns are unsustainable. I realize that is a bold statement that flies in the…
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Will Powell Pivot? Don’t Count On It
Written by Michael Lebowitz | Aug 10, 2022 | InvestingStocks are rallying on hopes that Jerome Powell and the Fed will stop increasing interest…
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Pulling Forward Growth No Longer An Option.
Written by Lance Roberts | Aug 9, 2022 | InvestingPulling forward growth over the last decade remains the Federal Reserve’s primary tool for keeping…
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Jim Cramer Says Fed Pivot Means Buy Stocks?
Written by Lance Roberts | Aug 5, 2022 | InvestingJim Cramer recently stated it will be time to buy stocks when the Fed pivots….
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Persistent Inflation Scares The Fed
Written by Michael Lebowitz | Aug 3, 2022 | InvestingThe markets are now betting that inflation will soon subside, allowing the Fed to pivot….
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Investing Lesson Of Math Learned The Hard Way
Written by Lance Roberts | Aug 2, 2022 | InvestingEvery investor must learn the one investing lesson in surviving the long game: how math…
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Wall Street Wins Again – SPAC Edition
Written by Lance Roberts | Jul 29, 2022 | InvestingAs expected, Wall Street wins again. In 2020 and 2021, retail investors were chasing financial…
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Inflation or Recession, Which Concern Is Driving The Market?
Written by Michael Lebowitz | Jul 27, 2022 | InvestingIn the Trolley Car Problem – The Fed’s Predicament, we laid out how the Fed…
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No Recession? All Of A Sudden Yield Spreads Are Collapsing
Written by Lance Roberts | Jul 26, 2022 | InvestingNo recession. That was the recent declaration from Treasury Secretary Janet Yellen, noting that consumer…
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Liquidity and Valuations – The Cornerstones of Investing
Written by Michael Lebowitz | Jul 20, 2022 | InvestingThe bull market surge in 2020 and 2021, followed by the bear market swoon, are…
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ESG Underperformance Will Be Its Undoing
Written by Lance Roberts | Jul 19, 2022 | InvestingESG underperformance will be the strategy’s eventual undoing. We have discussed the many problems with…
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Giant Corporations Are Causing Inflation?
Written by Lance Roberts | Jul 15, 2022 | Investing“Giant corporations are using inflation as cover to raise their prices & boost their profits….
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