A funny thing about bull markets is that investors develop a very short memory about the previous...
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Agency REITs For A Bull Steepener
In our recent two-part series on the yield curve (Part One Part Two) we discussed the four...
50 Basis Point Rate Cut – A Review And Outlook
Last week, the Federal Reserve made a significant move by cutting its overnight lending rate by 50...
Market Declines And The Problem Of Time
A funny thing about bull markets is that investors develop a very short memory about the previous...
Trump Or Harris: Corporate Tax Winners And Losers
Not surprisingly, Donald Trump and Kamala Harris are taking opposite approaches to modifying the...
Momentum Investing Gives You An Edge, Until It Doesn’t
A funny thing about bull markets is that investors develop a very short memory about the previous...
Labor Market Impact On The Stock Market
A funny thing about bull markets is that investors develop a very short memory about the previous...
Cash Cow Clues: Can Dividend Yields Forecast Interest Rates?
We have written many articles and commentaries forecasting interest rates. The analysis has used...
S&P 500 – A Bullish And Bearish Analysis
The S&P 500 index is a critical benchmark for the U.S. equity market, and its performance often...
Technological Advances Make Things Better – Or Does It?
It certainly seems that technological advances make our lives better. Instead of writing a letter,...
Bull Steepening Is Bearish For Stocks – Part Two
Part One of this article described the burgeoning bull steepening yield curve environment and what...
Risks Facing Bullish Investors As September Begins
Since the end of the “Yen Carry Trade” correction in August, bullish positioning has...
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