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The 1970s Inflation Rollercoaster – Part Two

By Michael Lebowitz, Jan 24, 2024

Part One of this series highlights how the government’s fixation with full employment and the...

All-Time Highs For Stocks As Bitter Economic Headlines Persist

By Lance Roberts, Jan 23, 2024

As the stock market hit all-time highs this past week, there remains an interesting disconnect from...

Deficit Spending Keeping The Economy Out Of Recession

By Lance Roberts, Jan 19, 2024

Economic growth continues to defy expectations of a slowdown and recession due to continued...

Will Inflation Repeat The 1970s Rollercoaster? – Part One

By Michael Lebowitz, Jan 17, 2024

Appreciating Apollo’s graph below, comparing recent inflation to multiple bouts of inflation...

Q4 Earnings Season Gets Underway With Low Expectations

By Lance Roberts, Jan 16, 2024

As we get ready to review the Q4 earnings report, stocks have rallied sharply over the last two...

Full-Time Jobs Suggest Recession Risks Higher Than Thought

By Lance Roberts, Jan 12, 2024

In the most recent BLS employment report, the percentage of full-time jobs relative to the...

The Goldilocks Narrative Reigns For Now

By Michael Lebowitz, Jan 10, 2024

Market narratives have been around for ages. However, the internet and, more recently, social media...

2024 Market & Economic Outlook According To Twitter

By Lance Roberts, Jan 9, 2024

During the last week of December, I polled my Twitter followers for their outlook on the markets...

Portfolio Return Expectations By Investors Are Too High

By Lance Roberts, Jan 5, 2024

A stunning post from VisualCapitalist showed a poll of 8550 investors and 2700 advisors and the gap...

Will 2024 Be The Year Of The Other 493?

By Michael Lebowitz, Jan 3, 2024

As we welcome in 2024, one of the most critical questions facing investors is which stocks and...

January Stats & New Year Investing Resolutions For 2024

By Lance Roberts, Jan 2, 2024

With 2023 behind us, what does a stellar “Santa Claus” rally tell us about what to...

Merry Christmas – Our Christmas Wish To You

By Lance Roberts, Dec 22, 2023

I would like to take this opportunity to wish all of you, your family, and your loved ones a...

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