The “American Dream” Isn’t Dead. 10-Steps To Achieve It.
Written by Lance Roberts | Dec 8, 2023 | InvestingThe "American Dream" is dead. It would certainly seem to be the case if you believe surveys lik...
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The Fed Pauses: What Comes Next?
Written by Michael Lebowitz | Dec 6, 2023 | InvestingAfter hiking rates by 5.25% since March 2022, the Fed is in a wait-and-see period, commonly deemed ...
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Wall Street Analysts Are Optimistic For 2024
Written by Lance Roberts | Dec 5, 2023 | InvestingIt's that time of the year where Wall Street polishes up their crystal balls and pin targets on the...
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Recessionary Indicators Update. Soft Landing Or Worse?
Written by Lance Roberts | Dec 1, 2023 | EconomicsI previously discussed a slate of recessionary indicators with high correlations to recessionary on...
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Context And Facts Expose Bearish Bond Narratives
Written by Michael Lebowitz | Nov 29, 2023 | Investing"For me context is the key - from that comes the understanding of everything." -Abstract Artist Ken...
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Stock Market Correction Coming Before The Santa Claus Rally
Written by Lance Roberts | Nov 28, 2023 | InvestingIs a stock market correction coming before the Santa Claus rally at the end of the year? It is ...
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S&P 500 Market Returns And Why Your Performance Is Worse
Written by Lance Roberts | Nov 21, 2023 | InvestingAs I wrote this blog, the S&P 500 index is up roughly 17% year-to-date. Most likely, your portf...
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Democrats Should Start Worrying About The Deficit.
Written by Lance Roberts | Nov 17, 2023 | EconomicsDemocrats should start worrying about the level of debt and the increasing deficit. I previously di...
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Employment Is Sending Signals: Recession Or Normalization?
Written by Michael Lebowitz | Nov 15, 2023 | InvestingIn February 2023, we wrote Janet Yellen Should Focus On HOPE. The article walks through Michael Kan...
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Speculator Or Investor? What’s The Difference?
Written by Lance Roberts | Nov 14, 2023 | InvestingAre you an "investor" or a "speculator?" Over the last month, we have discu...
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CFNAI: The Most Important & Overlooked Economic Number
Written by Lance Roberts | Nov 10, 2023 | EconomicsThe Chicago Fed National Activity Index (CFNAI) is arguably one of the most important and overlooke...
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2020 vs 2023: Are Economists Making The Same Mistake?
Written by Michael Lebowitz | Nov 8, 2023 | InvestingThe following headline from a July 2020 CNBC article is stunning: Here's why economists don't expec...
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Bond Bear Market. Is It Dead, Or Just Hibernating?
Written by Lance Roberts | Nov 7, 2023 | InvestingIs the bond bear market finally over? That is the question everyone is asking now that bond prices ...
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Job And Retail Sales Data: Always Good Until They Aren’t
Written by Lance Roberts | Nov 3, 2023 | EconomicsThe recent #MacroView blog noted economists are increasingly confident the economy will avoid a rec...
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Why Target Date Funds Fail Investors: A $3 Trillion Delusion
Written by Michael Lebowitz | Nov 1, 2023 | InvestingMorningstar estimates that as of 2022, there is nearly $3 trillion invested in target date mutual f...
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Investing Rules To Navigate Volatile Markets
Written by Lance Roberts | Oct 31, 2023 | InvestingWhile often difficult, investing rules can help us maintain our focus and investment discipline in ...
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Economists No Longer Expect A Recession. Are They Right?
Written by Lance Roberts | Oct 27, 2023 | EconomicsEconomists no longer expect a recession. Such was according to a recent WSJ survey of Wall Street e...
> Read MoreReal Rates Drive Stock Prices
Written by Michael Lebowitz | Oct 25, 2023 | InvestingOur Daily Market Commentary* provides market insight, analyzes economic and financial news, and hig...
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The Pain Trade Is Higher Into Year-End
Written by Lance Roberts | Oct 24, 2023 | InvestingThe "pain trade" continues to be higher into year-end. We made Such a point in January, s...
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Restrictive Yields Will Be The Fed’s Waterloo
Written by Lance Roberts | Oct 20, 2023 | EconomicsRestrictive monetary conditions, from higher yields and tighter lending conditions, are the Fed's "...
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Bond Market Noise Hides Tremendous Opportunity
Written by Michael Lebowitz | Oct 18, 2023 | InvestingTreasury yield levels are overwhelmingly a function of inflation. However, in the short run, a plet...
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Consequences Are Always Unintended
Written by Lance Roberts | Oct 17, 2023 | InvestingBloomberg recently penned a great piece on the "Law of Unintended Consequences." To wit: "There...
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Crisis Events Are A Hallmark Of The Federal Reserve
Written by Lance Roberts | Oct 13, 2023 | EconomicsAs the "soft landing" narrative grows, the risk of a "crisis" event in the economy increases. Will ...
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Janet Yellen Suggests Much Lower For Much Longer
Written by Michael Lebowitz | Oct 11, 2023 | InvestingOn October 5, 2023, Treasury Secretary Janet Yellen made a very telling statement about the future ...
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Bond Valuations Are Cheap.
Written by Lance Roberts | Oct 10, 2023 | InvestingBond valuations are cheap. Psychology in markets is always fascinating. In February 2009, I wro...
> Read MoreFund Flows And Bond Yields. Two Different Stories
Written by Lance Roberts | Oct 6, 2023 | InvestingWhile bond yields have risen sharply lately, fund flows into bonds tell two very different stories....
> Read MoreFrom LTCM To 1966. The Perils Of Rising Interest Rates
Written by Michael Lebowitz | Oct 4, 2023 | InvestingBased on some comments, it appears we scared a few people with A Crisis Is Coming. Our article warn...
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Government Shutdown Averted. But Is That A Good Thing?
Written by Lance Roberts | Oct 3, 2023 | InvestingOnce again, due to the ongoing lack of fiscal responsibility in Washington, the markets and the eco...
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“Soft Landing” Hope By The Fed Is Likely Optimistic
Written by Lance Roberts | Sep 29, 2023 | EconomicsThe Fed's "soft landing" hopes are likely overly optimistic. Such was the context of the recent #Bu...
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A Crisis Is Coming: Who Is Swimming Naked?
Written by Michael Lebowitz | Sep 27, 2023 | InvestingWe recently wrote The Lag Effect Unveiled to appreciate why it takes time for higher interest rates...
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