Is GDP Overstated Like Job Growth?
Written by Michael Lebowitz and Lance Roberts | Sep 6, 2024 | Daily Market CommentaryA week ago, the BLS revised lower the number of employed persons by nearly 900,000. Given that revi...
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Nvidia Legal Woes May Benefit AMD And Others
Written by Michael Lebowitz and Lance Roberts | Sep 5, 2024 | Daily Market CommentaryNvidia faces legal woes as the Justice Department subpoenaed the company over antitrust concerns. T...
> Read MoreThe Treasury Yield Curve Sets Off A Recession Warning
Written by Michael Lebowitz and Lance Roberts | Sep 4, 2024 | Daily Market Commentary"The level of U.S. Treasury yields and the changing shape of the Treasury yield curve provide inves...
> Read MoreShare Buybacks Will Start Weakening The Markets Tailwind
Written by Michael Lebowitz and Lance Roberts | Sep 3, 2024 | Daily Market CommentaryLike the meteorological seasons, share buybacks also follow predictable patterns. Accordingly, as s...
> Read MoreQuarter End Window Dressing Will Become Monthly
Written by Michael Lebowitz and Lance Roberts | Aug 30, 2024 | Daily Market CommentaryAt many quarter ends, the markets often exhibit unusual behavior. Moreover, the oddities leading up...
> Read MoreMortgage Rates Are Falling But Remain Too High
Written by Michael Lebowitz and Lance Roberts | Aug 29, 2024 | Daily Market CommentaryThe graph below shows the MBA average 30-year mortgage rate, with its year-over-year change below. ...
> Read MoreLabor Sentiment Is Becoming Worrisome
Written by Michael Lebowitz and Lance Roberts | Aug 28, 2024 | Daily Market CommentaryRecent surveys of labor sentiment point to potential problems. For instance, last week, we shared t...
> Read MoreAmazon Benefits From AI But Some Doubt Its Productivity
Written by Michael Lebowitz and Lance Roberts | Aug 27, 2024 | Daily Market CommentaryAmazon CEO Andy Jassy has been touting the benefits his company receives from AI. In particular, he...
> Read MorePowell Signaled Rate Cuts Are Coming
Written by Michael Lebowitz and Lance Roberts | Aug 26, 2024 | Daily Market CommentaryOn Friday, Jerome Powell signaled that a September rate cut is highly likely, and the stock and bon...
> Read MoreThe CFNAI Bark Is Worse Than Its Bite
Written by Michael Lebowitz and Lance Roberts | Aug 23, 2024 | Daily Market CommentaryPeter Schiff tweeted the following in regards to the Chicago Fed National Activity Index (CFNAI): ...
> Read MoreJackson Hole Takes Center Stage
Written by Michael Lebowitz and Lance Roberts | Aug 22, 2024 | Daily Market CommentaryThe Fed's annual symposium in Jackson Hole, Wyoming, kicking off yesterday, will keep traders on ed...
> Read MoreExtreme Volatility Is A Distant Memory
Written by Michael Lebowitz and Lance Roberts | Aug 21, 2024 | Daily Market CommentaryIf you went off the grid for the last month and are just returning, you may think you missed a typi...
> Read MorePrice Gouging For Food: Reality Or Campaign Rhetoric?
Written by Michael Lebowitz and Lance Roberts | Aug 20, 2024 | Daily Market CommentaryRecently, Kamala Harris proposed that if elected, she would implement a ban on price gouging for fo...
> Read MoreOil And Bond Yields Are Tied At The Hip
Written by Michael Lebowitz and Lance Roberts | Aug 19, 2024 | Daily Market CommentaryOver the last year or so, crude oil and ten-year U.S. Treasury bond yields have been highly correla...
> Read MoreWalmart Gives Investors A Ray Of Hope
Written by Michael Lebowitz and Lance Roberts | Aug 16, 2024 | Daily Market CommentaryWalmart's earnings report gives investors hope that weakening retail spending trends may be ending....
> Read MoreWithout Shelter Prices Deflation Is Raising Its Head
Written by Michael Lebowitz and Lance Roberts | Aug 15, 2024 | Daily Market CommentaryUnlike yesterday's cooler-than-expected PPI report, CPI was right on the screws. As expected, CPI a...
> Read MoreWhat Is NIXT?
Written by Michael Lebowitz and Lance Roberts | Aug 14, 2024 | Daily Market CommentaryThe Wall Street Journal shared an interesting investment strategy that Research Affiliates (RA) cha...
> Read MoreNewsletter Writers Freaked Out Last Week
Written by Michael Lebowitz and Lance Roberts | Aug 13, 2024 | Daily Market CommentaryThe graph below from Bianco Research shows a stunning change in sentiment among stock market newsle...
> Read MorePatience Pays In Volatile Markets
Written by Michael Lebowitz and Lance Roberts | Aug 12, 2024 | Daily Market CommentaryStarting with a special video on Monday morning and our Daily Market Commentaries throughout the we...
> Read MoreLabor Hoarding: The Labor Market Lynchpin
Written by Michael Lebowitz and Lance Roberts | Aug 9, 2024 | Daily Market CommentaryAccording to the latest JOLTs report from the BLS, the number of job hires has fallen back to level...
> Read MoreThe Bank Of Japan Calms Markets
Written by Michael Lebowitz and Lance Roberts | Aug 8, 2024 | Daily Market CommentaryIf you want more evidence that the recent spate of intense volatility was related to the yen carry ...
> Read MoreHedging Extremes Highlight Fear
Written by Michael Lebowitz and Lance Roberts | Aug 7, 2024 | Daily Market CommentaryThe two graphs below tell us the market was petrified on Monday and willing to pay exorbitant price...
> Read MoreThe Yen Carry Dump
Written by Michael Lebowitz and Lance Roberts | Aug 6, 2024 | Daily Market CommentaryCLICK HERE for a short video on the state of the markets and yen carry trade. Weak employment ...
> Read MoreAre The Credit Markets Cracking?
Written by Michael Lebowitz and Lance Roberts | Aug 5, 2024 | Daily Market CommentaryThis past weekend's Newsletter discussed how yield curve un-inversions have an excellent track reco...
> Read MoreThe Election Nears: What Can Investors Expect?
Written by Michael Lebowitz and Lance Roberts | Aug 2, 2024 | Daily Market CommentaryAs the election nears, investors will become more anxious about how the market may react to each ca...
> Read MoreA Fed Cut In September Nears Certainty
Written by Michael Lebowitz and Lance Roberts | Aug 1, 2024 | Daily Market CommentaryWhile it's far from guaranteed, a Fed rate cut in September is looking increasingly likely. Wednesd...
> Read MoreHedges For A Volatile Market- Answering A Reader Question
Written by Michael Lebowitz and Lance Roberts | Jul 31, 2024 | Daily Market CommentaryA SimpleVisor subscriber asked us a poignant question; we think the answer is worth sharing. Simply...
> Read MoreMcDonalds Issues A Health Warning
Written by Michael Lebowitz and Lance Roberts | Jul 30, 2024 | Daily Market CommentaryYesterday, McDonalds issued a health warning in their earnings announcement. The warning is not abo...
> Read MoreDoctor Copper Warns Of Slowing Growth
Written by Michael Lebowitz and Lance Roberts | Jul 29, 2024 | Daily Market CommentaryCopper is often called Doctor Copper as its price serves as an economic barometer. Before Friday, D...
> Read MoreIs The Market Decline And Rotation Due To The Yen?
Written by Michael Lebowitz and Lance Roberts | Jul 26, 2024 | Daily Market CommentaryCan we blame the yen for the recent market decline and severe rotation from large to small caps? Be...
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