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The No Landing Scenario and UFOs

By Michael Lebowitz, Mar 1, 2023

As if the 2020s haven’t been strange enough, the United States military recently shot down...

Capitalism Is Broken If Record Profit Margins Don’t Revert

By Lance Roberts, Feb 28, 2023

“Profit margins are probably the most mean-reverting series in finance. And if profit margins do...

Retail Traders Go Bust As Speculation Inevitably Goes Wrong

By Lance Roberts, Feb 24, 2023

A recent Wall Street Journal article discussed how retail traders that made millions during the...

Do Not Be Fooled. It Is The “Return To Normal”

By Jim Colquitt, Feb 23, 2023

Don’t be fooled. Two important pieces of data came out this week that should be paid close...

Gold Investors Are Betting on the Fed

By Michael Lebowitz, Feb 22, 2023

By owning gold, investors are not necessarily hedging against a government default but ironically...

“No Landing” Scenario At Odds With Fed’s Goals

By Lance Roberts, Feb 21, 2023

Economically speaking, bullish bets are mounting on a “no landing” scenario, which...

Recession Signal As Consumers Struggle To Pay Bills

By Lance Roberts, Feb 17, 2023

We recently discussed the recession signals from the NFIB (National Federation Of Independent...

Janet Yellen Should Focus On HOPE

By Michael Lebowitz, Feb 15, 2023

U.S. Treasury Secretary Janet Yellen recently stated: “You don’t have a recession when...

The Correction May Have Started, Will Bulls Remain In Control?

By Lance Roberts, Feb 14, 2023

The market correction has started. The question we have repeatedly discussed over the last several...

Bullish Investors Continue To Fight The Fed

By Lance Roberts, Feb 10, 2023

Bullish investors continue to “Fight the Fed,” hoping that a change to monetary policy...

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