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Are We On Japans Path Of Stagnation?

By Michael Lebowitz, Apr 17, 2024

We recently wrote Japan’s Lost Decades to appreciate better why Japan’s GDP is smaller...

Reflation Trade Is The New Bullish Narrative

By Lance Roberts, Apr 16, 2024

Economic “reflation” is becoming the next bullish narrative as equity valuation...

Immigration And Its Impact On Employment

By Lance Roberts, Apr 12, 2024

Is immigration why employment reports from the Bureau of Labor Statistics (BLS) continue defying...

Is Gold Warning Us Or Running With The Markets?

By Michael Lebowitz, Apr 10, 2024

Having risen by about 40% since last October, Gold is on a moonshot. Many investment professionals...

Margin Debt Surges As Bulls Leverage Bets

By Lance Roberts, Apr 9, 2024

In the most recent report from FINRA, margin debt levels have surged as bullish investors leverage...

Investing Lessons From Your Mother

By Lance Roberts, Apr 5, 2024

Your mother likely imparted valuable investing lessons you may not have known. With Mother’s...

Japans Lost Decades: Are We On The Same Path

By Michael Lebowitz, Apr 3, 2024

Back in 1989, Japan was taking over the world. The country’s economy had grown 6.7% in 1988....

Market Corrections Matter More Than You Think

By Lance Roberts, Apr 2, 2024

During running bull markets, much commentary is written on why this time is different and why...

Wealth Gap And The Road To Serfdom

By Lance Roberts, Mar 29, 2024

One of the most interesting conundrums is the surging wealth gap in America. Despite two of the...

Financial Conditions Butt Heads With Borrowing Conditions

By Michael Lebowitz, Mar 27, 2024

At last week’s FOMC meeting, Jerome Powell said, “We think financial conditions are...

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