Labor Market Impact On The Stock Market
Written by Lance Roberts | Sep 13, 2024 | InvestingThe August jobs report highlighted a critical reality: the labor market is cooling off. While the h...
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Cash Cow Clues: Can Dividend Yields Forecast Interest Rates?
Written by Michael Lebowitz | Sep 11, 2024 | InvestingWe have written many articles and commentaries forecasting interest rates. The analysis has used pr...
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S&P 500 – A Bullish And Bearish Analysis
Written by Lance Roberts | Sep 10, 2024 | InvestingThe S&P 500 index is a critical benchmark for the U.S. equity market, and its performance often...
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Bull Steepening Is Bearish For Stocks – Part Two
Written by Michael Lebowitz | Sep 4, 2024 | InvestingPart One of this article described the burgeoning bull steepening yield curve environment and what ...
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Risks Facing Bullish Investors As September Begins
Written by Lance Roberts | Sep 3, 2024 | InvestingSince the end of the "Yen Carry Trade" correction in August, bullish positioning has returned with ...
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Japanese Style Policies And The Future Of America
Written by Lance Roberts | Aug 30, 2024 | InvestingIn a recent discussion with Adam Taggart via Thoughtful Money, we quickly touched on the similariti...
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Yield Curve Shifts Offer Signals For Stockholders
Written by Michael Lebowitz | Aug 28, 2024 | InvestingThe level of U.S. Treasury yields and the changing shape of the Treasury yield curve provide invest...
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Overbought Conditions Set Up Short-Term Correction
Written by Lance Roberts | Aug 27, 2024 | InvestingAs noted in this past weekend's newsletter, following the "Yen Carry Trade" blowup just three weeks...
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Red Flags In The Latest Retail Sales Report
Written by Lance Roberts | Aug 23, 2024 | InvestingThe latest retail sales report seems to have given Wall Street something to cheer about. Headlines ...
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Fed Funds Futures Offer Bond Market Insights
Written by Michael Lebowitz | Aug 21, 2024 | InvestingProfitable bond trading opportunities arise when your expectations about Fed policy differ from tho...
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Market Decline Over As Investors Buy The Dip
Written by Lance Roberts | Aug 20, 2024 | InvestingThe market's 8.5% decline during August sent shockwaves through the media and investors. The drop r...
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Stealth QE Or Rubbish From Dr Doom?
Written by Michael Lebowitz | Aug 14, 2024 | InvestingA recent article co-authored by Stephen Miran and Dr. Nouriel Roubini, aka Dr. Doom, accuses the U....
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Are Mega-Caps About To Make A Mega-Comeback?
Written by Lance Roberts | Aug 13, 2024 | InvestingAre the "Mega-Cap" stocks dead? Maybe. But there are four reasons why they could be staged for a co...
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Confidence Is The Underappreciated Economic Engine
Written by Michael Lebowitz | Aug 7, 2024 | InvestingAsk economists how they forecast economic activity. It's likely they will mention productivity, dem...
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Yen Carry Trade Blows Up Sparking Global Sell-Off
Written by Lance Roberts | Aug 6, 2024 | InvestingOn Monday morning, investors woke up to plunging stock markets as the "Yen Carry Trade" blew up. Wh...
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Is There Value In Small Cap Value Versus Large Cap Growth
Written by Michael Lebowitz | Jul 31, 2024 | InvestingThe graph below, making the rounds on social media, serves as evidence from many market pundits tha...
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Bullish Years Often Have Corrections
Written by Lance Roberts | Jul 30, 2024 | InvestingIn bullish years, markets often have corrections. Yet, after a lengthy bullish run, it always surpr...
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Overly Optimistic Investors Face Potential Disappointment
Written by Lance Roberts | Jul 26, 2024 | InvestingOverly optimistic investor expectations of market returns may be a problem. To wit: "While consu...
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Interest Rates Are Too High – Blame The Mythical R Star
Written by Michael Lebowitz | Jul 24, 2024 | InvestingAs we shared in a recent Daily Commentary about interest rates: The current unemployment rate i...
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The Bull Market – Could It Just Be Getting Started?
Written by Lance Roberts | Jul 23, 2024 | InvestingWe noted last Friday that over the previous few years, a handful of "Mega-Capitalization" (mega-mar...
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Can Mega-Capitalization Stocks Continue Their Dominance?
Written by Lance Roberts | Jul 19, 2024 | InvestingOver the last few years, a handful of "Mega-Capitalization" (mega-market capitalization) stocks hav...
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Irrational Exuberance Then And Now
Written by Michael Lebowitz | Jul 17, 2024 | InvestingOn December 5, 1996, Chairman of the Fed Alan Greenspan offered that stock prices may be too high, ...
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Fed Rate Cuts – A Signal To Sell Stocks And Buy Bonds?
Written by Lance Roberts | Jul 16, 2024 | InvestingWith both economic and inflation data continuing to weaken, expectations of Fed rate cuts are risin...
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The “Broken Clock” Fallacy & The Art Of Contrarianism
Written by Lance Roberts | Jul 12, 2024 | InvestingSome state that "bears are like a 'broken clock,' they are right twice a day." While it may seem tr...
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Fiscal Dominance Is Here
Written by Michael Lebowitz | Jul 10, 2024 | InvestingAs quoted below from an executive summary of a joint report by the Department of Treasury and the O...
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Written by Lance Roberts | Jul 9, 2024 | InvestingLately, I have been getting many questions about investing in private equity. Such is common during...
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Petrodollar Panic: Separating Fact From Fiction
Written by Michael Lebowitz | Jul 3, 2024 | InvestingRecently, a few media outlets have warned of the imminent demise of the petrodollar agreement, comm...
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Earnings Bar Lowered As Q2 Reports Begin
Written by Lance Roberts | Jul 2, 2024 | InvestingWall Street analysts continue significantly lowering the earnings bar as we enter the Q2 reporting ...
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Career Risk Traps Advisors Into Taking On Excess Risk
Written by Lance Roberts | Jun 28, 2024 | InvestingFinancial advisors get a bad rap. Some deserve it; most don't. The problem for the entire investmen...
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Why Economists And Citizens Have Different Inflation Realities
Written by Michael Lebowitz | Jun 26, 2024 | InvestingThe Fed and economists are encouraged because CPI is down to 3.3% from a high of nearly 9% in 2022....
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