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Interest Rates Are Too High – Blame The Mythical R Star

By Michael Lebowitz, Jul 24, 2024

As we shared in a recent Daily Commentary about interest rates: The current unemployment rate is...

The Bull Market – Could It Just Be Getting Started?

By Lance Roberts, Jul 23, 2024

We noted last Friday that over the previous few years, a handful of...

Can Mega-Capitalization Stocks Continue Their Dominance?

By Lance Roberts, Jul 19, 2024

Over the last few years, a handful of “Mega-Capitalization” (mega-market...

Irrational Exuberance Then And Now

By Michael Lebowitz, Jul 17, 2024

On December 5, 1996, Chairman of the Fed Alan Greenspan offered that stock prices may be too high,...

Fed Rate Cuts – A Signal To Sell Stocks And Buy Bonds?

By Lance Roberts, Jul 16, 2024

With both economic and inflation data continuing to weaken, expectations of Fed rate cuts are...

The “Broken Clock” Fallacy & The Art Of Contrarianism

By Lance Roberts, Jul 12, 2024

Financial advisors get a bad rap. Some deserve it; most don't. The problem for the financial...

Fiscal Dominance Is Here

By Michael Lebowitz, Jul 10, 2024

As quoted below from an executive summary of a joint report by the Department of Treasury and the...

Private Equity – Why Am I So Lucky?

By Lance Roberts, Jul 9, 2024

Lately, I have been getting many questions about investing in private equity. Such is common during...

Petrodollar Panic: Separating Fact From Fiction

By Michael Lebowitz, Jul 3, 2024

Recently, a few media outlets have warned of the imminent demise of the petrodollar agreement,...

Earnings Bar Lowered As Q2 Reports Begin

By Lance Roberts, Jul 2, 2024

Wall Street analysts continue significantly lowering the earnings bar as we enter the Q2 reporting...

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