Liquidity Problems Are Closer Than You Think
Written by Michael Lebowitz | Mar 6, 2024 | InvestingIn 2019, the Fed cut interest rates and restarted QE despite a healthy economy. Today, inflation is...
> Read MoreIn 2019, the Fed cut interest rates and restarted QE despite a healthy economy. Today, inflation is...
> Read MoreValuation metrics have little to do with what the market will do over the next few days or months. ...
> Read MoreAfter over two years, retail investors, also known as the "dumb money," are almost back to breakeve...
> Read MoreApple's valuations are near their most expensive levels of the last ten years. Now consider that to...
> Read More“When you sit down with your portfolio management team, and the first comment made is ‘th...
> Read MoreRecently, retail investors have started chasing small-cap stocks in hopes of both a rate-cutting cy...
> Read MoreSometimes, a narrative dominates the financial/social media and promotes a mania among investors. T...
> Read MoreDon't fear all-time highs in the market. Such is a natural response for investors who are concerned...
> Read MoreRegarding the surprisingly strong employment data, Fed Chair Powell said the quiet part out loud. T...
> Read MoreOver the last four quarters, Tesla generated total revenue and earnings of $96 billion and $15 bill...
> Read MoreWhile the bulls remain entirely in control of the market narrative, divergences and other technical...
> Read MoreThe cost of housing remains a hot-button topic with both Millennials and Gen-Z. Plenty of articles ...
> Read MoreWe wrote this four-part inflation series in response to the graph below, implying that prices are o...
> Read MoreIn September 2021, I discussed how the markets had set its sights on the S&P 500 index hitting ...
> Read MoreAs the financial markets grind higher, retirement savers have consciously decided to add more to eq...
> Read MorePart One of this series led with a graph from Apollo Global Management implying that we are embarki...
> Read MoreI received an email this past week concerning George Soros' "Theory Of Reflexivity." "I am no...
> Read MoreAs money market account balances soar, the mainstream media again proclaims, "There is $6 trillion ...
> Read MorePart One of this series highlights how the government's fixation with full employment and the Fed's...
> Read MoreAs the stock market hit all-time highs this past week, there remains an interesting disconnect from...
> Read MoreEconomic growth continues to defy expectations of a slowdown and recession due to continued increas...
> Read MoreAppreciating Apollo's graph below, comparing recent inflation to multiple bouts of inflation of the...
> Read MoreAs we get ready to review the Q4 earnings report, stocks have rallied sharply over the last two mon...
> Read MoreIn the most recent BLS employment report, the percentage of full-time jobs relative to the populati...
> Read MoreMarket narratives have been around for ages. However, the internet and, more recently, social media...
> Read MoreDuring the last week of December, I polled my Twitter followers for their outlook on the markets an...
> Read MoreA stunning post from VisualCapitalist showed a poll of 8550 investors and 2700 advisors and the gap...
> Read MoreAs we welcome in 2024, one of the most critical questions facing investors is which stocks and sect...
> Read MoreWith 2023 behind us, what does a stellar "Santa Claus" rally tell us about what to expect? What abo...
> Read MoreI would like to take this opportunity to wish all of you, your family, and your loved ones a v...
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