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S&P 500 Monthly Valuation & Analysis Review – 01-31-23

By Lance Roberts, Feb 1, 2023

S&P 500 Monthly Valuation & Analysis Review. A deep dive into the fundamentals which drive...

Turmoil Lurks Around The Corner

By Michael Lebowitz, Feb 1, 2023

On October 12, 1987, a week before Black Monday, the Wall Street Journal warned of the potential...

Recession Forecasts At Odds With Bullish Formations

By Lance Roberts, Jan 31, 2023

Despite mounting evidence supporting recession forecasts, the stock market remains at odds with...

A “Soft Landing” Scenario – Possibility Or Fed Myth?

By Lance Roberts, Jan 27, 2023

Optimism is increasing on Wall Street, with investors hoping for a “soft landing” in...

Passive Value Investors Are Not Value Investors

By Michael Lebowitz, Jan 25, 2023

Investment management can be silly, just like the title of this article. When researching potential...

Contrarian Trade. Everyone Remains Bearish

By Lance Roberts, Jan 24, 2023

From a contrarian investing view, everyone remains bearish despite a market that corrected all of...

Monetary Policy. Is The Fed Trying To Wean Markets Off Of It?

By Lance Roberts, Jan 20, 2023

Is the Fed trying to wean the markets off monetary policy? Such was an interesting premise from...

Treasury Bonds FAQ

By Michael Lebowitz, Jan 18, 2023

“When the supply and demand for bonds normalize, Treasury bond investors will likely realize...

bull-up-bear-down

The “Pain Trade” Is Higher For Now

By Lance Roberts, Jan 17, 2023

The “pain trade” is likely higher over the next few weeks. I touched on this topic in...

Home Prices Will Likely Fall Further

By Lance Roberts, Jan 13, 2023

Home prices have started to correct as interest rates rose sharply in 2022. However, the real...

Lower Stock Prices are the Fed’s Goal

By Michael Lebowitz, Jan 11, 2023

You read that right, the Fed wants lower stock prices. Fed members will not say it as bluntly as we...

The Lag Effect Of The Fiscal Pig & Economic Python

By Lance Roberts, Jan 10, 2023

The lag effect of monetary policy changes will surprise the Fed as the fiscal “pig” of...

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