Is This Time Different- Unpacking Bond Yields
Written by Michael Lebowitz | Sep 20, 2023 | InvestingIn Our Elevator Pitch For Bonds, we ask, "is this time different." Our view of the attract...
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October Weakness Before The Year-End Run?
Written by Lance Roberts | Sep 19, 2023 | InvestingWhile September has been a bit sloppy so far, will further weakness in October weigh on investor se...
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Bond Vigilantes And The Waiting For Godot
Written by Lance Roberts | Sep 15, 2023 | EconomicsThe term "Bond Vigilantes" is a nostalgic twist on an old-west theme. In the nineteenth century, th...
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The Lag Effect Unveiled
Written by Michael Lebowitz | Sep 13, 2023 | InvestingDespite surging interest rates, there are few signs they are impeding economic activity or causing ...
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Predictions Are Pointless. Why You Shouldn’t Listen To Gurus.
Written by Lance Roberts | Sep 12, 2023 | Investing“(Market) Predictions Are Difficult…Especially When They Are About The Future” – Niel...
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Economic Data Points Diverge
Written by Lance Roberts | Sep 8, 2023 | EconomicsSince the beginning of the year, economic data has continued to defy the recession calls of 2022. T...
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Risk Free Government Debt – Fact or Fiction
Written by Michael Lebowitz | Sep 6, 2023 | InvestingMost investors believe that U.S. government debt is risk free. Why shouldn't they, every economic a...
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Mega-Cap Stocks Continue To Dominate. But Why?
Written by Lance Roberts | Sep 5, 2023 | InvestingMega-cap stocks continue to dominate the market in 2023. The question is, why? After all, many othe...
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Powell’s Speech Obfuscates The Truth Behind Inflation
Written by Lance Roberts | Sep 1, 2023 | EconomicsPowell's recent Jackson Hole Summit speech was mainly as expected. Well, except for the part where ...
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Inflation And Deficits And QT, Oh My -Part 2
Written by Michael Lebowitz | Aug 30, 2023 | EconomicsPart one of this article discusses the potential ramifications related to policy actions that China...
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10 Best Days – A Meme For Every Bull Market
Written by Lance Roberts | Aug 29, 2023 | InvestingAbout once a year, I have to address the issue of chasing the "10 Best Days" of the year. Statista ...
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Deficit Surge Will Lead To Lower Rates, Not Higher
Written by Lance Roberts | Aug 25, 2023 | EconomicsFitch's recent downgrade of the U.S. debt rating alarmed investors as the deficit and debt steadily...
> Read MoreBond Traders And Their Bearish Stories
Written by Michael Lebowitz | Aug 23, 2023 | Investing“China, Japan, inflation, deficits, and QT, oh my!” – The chant of bond traders watching yiel...
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Stock Market Rally Coming? And Investing In 2024.
Written by Lance Roberts | Aug 22, 2023 | InvestingIs a stock market rally coming? I think that is most likely the case. However, to understand why, w...
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A Recession Is Coming, Or Is It?
Written by Lance Roberts | Aug 18, 2023 | EconomicsSince the beginning of 2022, the media has regularly warned a recession is coming. As we suggested ...
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Raising Money-Smart Kids: Part Three.
Written by Richard Rosso | Aug 17, 2023 | Financial PlanningRaising Money-Smart Kids: Part Three and the last of the series outlines unique exercises and money...
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Is Inflation Already At The Feds Target?
Written by Michael Lebowitz | Aug 16, 2023 | InvestingThe Fed's next rate move and its "higher for longer" policy mantra are predicated on high and stick...
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Government Bonds Or Stocks? Which Is A Better Choice Now?
Written by Lance Roberts | Aug 15, 2023 | InvestingGovernment bonds or stocks? If you were picking an asset class to outperform over the next 18-24 mo...
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Tax Receipts. Another Leading Recession Indicator?
Written by Lance Roberts | Aug 11, 2023 | EconomicsTax receipts are falling, which has historically preceded economic recessions. In a recent #MacroVi...
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Stimulus and Consumption Are Fueling Economic Resilience
Written by Michael Lebowitz | Aug 9, 2023 | InvestingThe economy has marched forward, ignoring higher interest rates and consistent calls for a recessio...
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Market Cycle Lows And Bull Market Recoveries
Written by Lance Roberts | Aug 8, 2023 | InvestingThere is a rhythm to the markets, and market cycle lows support bull market recoveries. Recently, E...
> Read MoreThe Market Is Detached From The Real Economy
Written by Lance Roberts | Aug 4, 2023 | Investing“The stock market is not the economy.” Such is the latest rationalization to support the&n...
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Stocks Versus Bonds: Allocating For The Next Ten Years
Written by Michael Lebowitz | Aug 2, 2023 | InvestingOur recent article, The End of an Era for Stocks, warns that a tremendous thirty-year tailwind for ...
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Bullish Measures Are Getting Really Bullish
Written by Lance Roberts | Aug 1, 2023 | Investing"Bullish measures are getting really bullish." This is an interesting statement, given how "bear...
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Deficits, Debt, And Why $32 Trillion Matters
Written by Lance Roberts | Jul 28, 2023 | EconomicsWhile Washington continues a seemingly unbridled spending spree under the assumption "more spending...
> Read MoreThe Government Can’t Afford Higher for Longer, Much Longer
Written by Michael Lebowitz | Jul 26, 2023 | InvestingJerome Powell and his colleagues endlessly reassert their “higher for longer” plan for interest...
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“Beating Estimates” – How Companies Win In Earnings Season
Written by Lance Roberts | Jul 25, 2023 | InvestingNo matter what happens, financially or economically, there is always a high number of companies reg...
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ESG Is Dying Its Inevitable Death
Written by Lance Roberts | Jul 21, 2023 | InvestingESG scoring and mandates remain a subject we have contested since it sprang to life in 2020. The pu...
> Read MoreOur Elevator Pitch for Bonds
Written by Michael Lebowitz | Jul 19, 2023 | InvestingIn the social media era, where attention spans are measured in seconds, and 300-500 words are consi...
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Volatility Index Is So Low It Has To Go Up?
Written by Lance Roberts | Jul 18, 2023 | InvestingThe volatility index is so low it has to go higher eventually. Such seems obvious, but this year, d...
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