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...
> Read MoreMega-cap stocks continue to dominate the market in 2023. The question is, why? After all, many othe...
> Read MorePowell's recent Jackson Hole Summit speech was mainly as expected. Well, except for the part where ...
> Read MoreFitch's recent downgrade of the U.S. debt rating alarmed investors as the deficit and debt steadily...
> Read More“China, Japan, inflation, deficits, and QT, oh my!” – The chant of bond traders watching yiel...
> Read MoreIs a stock market rally coming? I think that is most likely the case. However, to understand why, w...
> Read MoreSince the beginning of 2022, the media has regularly warned a recession is coming. As we suggested ...
> Read MoreThe Fed's next rate move and its "higher for longer" policy mantra are predicated on high and stick...
> Read MoreGovernment bonds or stocks? If you were picking an asset class to outperform over the next 18-24 mo...
> Read MoreTax receipts are falling, which has historically preceded economic recessions. In a recent #MacroVi...
> Read MoreThe economy has marched forward, ignoring higher interest rates and consistent calls for a recessio...
> Read More“The stock market is not the economy.” Such is the latest rationalization to support the&n...
> Read MoreOur recent article, The End of an Era for Stocks, warns that a tremendous thirty-year tailwind for ...
> Read MoreWhile Washington continues a seemingly unbridled spending spree under the assumption "more spending...
> Read MoreJerome Powell and his colleagues endlessly reassert their “higher for longer” plan for interest...
> Read MoreESG scoring and mandates remain a subject we have contested since it sprang to life in 2020. The pu...
> Read MoreIn the social media era, where attention spans are measured in seconds, and 300-500 words are consi...
> Read MoreThe volatility index is so low it has to go higher eventually. Such seems obvious, but this year, d...
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> Read MoreMillions of young Americans will face the end of the student loan payment moratorium this summer. W...
> Read MoreLeading economists, Federal Reserve Presidents, and most investors pay close attention to the shape...
> Read MoreIs the recent rally a "bull trap," or are we in a new "bull market?" Such was a question I recently...
> Read More"Signs" was a song by the Five Man Electrical Band in 1970 about the hippie movement. The song came...
> Read More"It's a 'New Bull Market'!" Over the past few days, the call of a new bull market has plastered hea...
> Read MorePart 1, Relative Rotation- Unlocking the Hidden Potential, reviews relative rotation strategies on ...
> Read MoreBullish sentiment has surged as the "Fear Of Missing Out," or FOMO, kicked in in recent weeks. It i...
> Read MoreSince October 2022, the stock market has traded consistently higher as earnings improved. With the ...
> Read MoreInvestors seeking to optimize their portfolio returns through bull and bear markets have various op...
> Read MoreIn several recent blog posts and weekly Bull Bear Reports, we discussed our concern over the narrow...
> Read MoreCould monetary conditions be supportive of the "soft landing" scenario? While the "recession" versu...
> Read MoreBefore you read our thoughts on Central Bank Digital Currencies (CBDC), pull out your wallet and co...
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