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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MMT Policy Was Tried, And It Failed.
Written by Lance Roberts | Jul 22, 2022 | EconomicsMMT Policy (Modern Monetary Theory), the grand experiment, was tried following the pandemic-driven shutdown of…
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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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Japan and Europe – Part Two of The Trolley Car Problem
Written by Michael Lebowitz | Jul 13, 2022 | InvestingHaving discussed the Federal Reserve’s trolley car problem in Part One, it’s time to cross…
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The “Bullwhip Effect” Will Frustrate The Fed
Written by Lance Roberts | Jul 12, 2022 | InvestingThe “Bullwhip Effect Originally Published At The Epoch Times The “Bullwhip Effect” has gotten the…
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Fear Of Missing Out? Wall Street & Retail Hang On.
Written by Lance Roberts | Jul 8, 2022 | InvestingThe “Fear Of Missing Out,” or “F.O.M.O.” is a centuries-old behavioral trait that began to…
> Read MoreThe Trolley Car Problem- Part 1 The Fed’s Predicament
Written by Michael Lebowitz | Jul 6, 2022 | InvestingAn unstoppable trolley car is barreling down the track. As the switchman, you stand at…
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Payment For Order Flow & The SEC’s Plan To End It
Written by Lance Roberts | Jul 5, 2022 | Investing“Payment For Order Flow” remains a contention between retail investors and Wall Street. On the…
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S&P 500 Monthly Valuation & Analysis Review – 06-30-22
Written by J. Brett Freeze | Jul 3, 2022 | InvestingS&P 500 Monthly Valuation & Analysis Review. A deep dive into the fundamentals which drive long-term returns from J. Breet Freeze.
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Recession Risks. Are They Already Priced In?
Written by Lance Roberts | Jul 1, 2022 | InvestingAre recession risks fully “priced in” by the markets? Such was an interesting question asked…
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Don’t Fight The Fed
Written by Michael Lebowitz | Jun 29, 2022 | InvestingIf we could only impart one bit of wisdom to our readers about today’s market…
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Earnings Recession Coming As Fed Hikes Rates
Written by Lance Roberts | Jun 28, 2022 | InvestingEarnings Recession Coming Was Originally Published At MarketWatch An earnings recession is coming as the…
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“HODL” Finds Its Inevitable Flaw
Written by Lance Roberts | Jun 24, 2022 | Investing“HODL,” an original misspelling taken on as a badge of courage by cryptocurrency investors, spread…
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Oil Price Reversions – The Inevitable Outcome Of Recessions
Written by Lance Roberts | Jun 21, 2022 | InvestingAn oil price and energy stock price reversion may be starting. The reason is that…
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NFIB Signals A Recession Is Coming…Again
Written by Lance Roberts | Jun 17, 2022 | InvestingNFIB signals a recession is coming…again. The reason I say “again” is because, in September…
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Are Financial and Market Instability The Last Hopes For Stocks
Written by Michael Lebowitz | Jun 15, 2022 | InvestingThe Federal Reserve’s Congressionally chartered dual mandates are price stability and maximum sustainable employment. These…
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“Economic Hurricane” – Hyperbole Or Real Possibility?
Written by Lance Roberts | Jun 14, 2022 | EconomicsAn “economic hurricane” is coming. That ominous warning comes from Jamie Dimon, CEO of J.P….
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Social Security: Whistling Past The $96 Trillion Graveyard
Written by Lance Roberts | Jun 10, 2022 | EconomicsSocial Security has a problem. As Democrats push to expand entitlements to include free preschool…
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The Consumer is Getting Squeezed
Written by Michael Lebowitz | Jun 8, 2022 | InvestingConsumers are being squeezed by negative real wage growth and inflation at 40-year highs. As…
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Investors Are Terrified, So Why Aren’t’ They Selling?
Written by Lance Roberts | Jun 7, 2022 | InvestingInvestors are terrified. Such is what you would assume from recent mainstream media headlines and…
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When Will This Bear Market End?
Written by Lance Roberts | Jun 3, 2022 | InvestingWhen will the bear market end? That is the question to which everyone wants an…
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