Jackson 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 MoreDaily Market Commentary
Extreme 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...
> Read MoreBill Dudley Says Cut Rates Now
Written by Michael Lebowitz and Lance Roberts | Jul 25, 2024 | Daily Market CommentaryIn a stunning reversal of opinion, ex. New York Fed Governor Bill Dudley now calls on the Fed to im...
> Read MoreHome Prices And Sales Data Are Difficult To Make Sense Of
Written by Michael Lebowitz and Lance Roberts | Jul 24, 2024 | Daily Market CommentaryMaking sense of home sales and prices data is challenging as there is little activity in the real e...
> Read MoreMarket Breadth Improves Amid Massive Rotation
Written by Michael Lebowitz and Lance Roberts | Jul 23, 2024 | Daily Market CommentaryTo show the dramatic shift in market breadth, we compare the SimpleVisor Absolute/Relative sector a...
> Read MoreSmall Stocks Dominate Large Ones- What Comes Next?
Written by Michael Lebowitz and Lance Roberts | Jul 22, 2024 | Daily Market CommentaryOver the five trading days ending July 16, the small-cap Russell 2000 Index (IWM) had its largest f...
> Read MoreStock Rotations On Steriods
Written by Michael Lebowitz and Lance Roberts | Jul 19, 2024 | Daily Market CommentaryOn Wednesday, the Nasdaq fell by nearly 3%, the most significant decline in over two years. However...
> Read MoreWhat Can We Expect When The Fed Cuts Rates
Written by Michael Lebowitz and Lance Roberts | Jul 18, 2024 | Daily Market CommentaryOn Tuesday, we published Fed Rate Cuts – A Signal To Sell Stocks And Buy Bonds? The article prese...
> Read MoreGoldman Sachs Makes A Case For A July Cut
Written by Michael Lebowitz and Lance Roberts | Jul 17, 2024 | Daily Market CommentaryGoldman Sachs has been vocal over the last week or two, making a good case for the Fed to cut rates...
> Read MoreThe UM Sentiment Survey Confirms Consumer Jitters
Written by Michael Lebowitz and Lance Roberts | Jul 16, 2024 | Daily Market CommentaryThe University of Michigan consumer sentiment survey (UM) unexpectedly fell sharply a month ago aft...
> Read MoreThe Credit Widening In The Coal Mine
Written by Michael Lebowitz and Lance Roberts | Jul 15, 2024 | Daily Market CommentaryCoal miners used to bring canaries into the mines to protect themselves from harmful gases. The can...
> Read MorePrices Decline Raising The Odds Of A Rate Cut
Written by Michael Lebowitz and Lance Roberts | Jul 12, 2024 | Daily Market CommentaryThe Consumer Price Index (CPI) fell 0.1% last month, following 0.0% the prior month and expectation...
> Read More
