Not surprisingly, Donald Trump and Kamala Harris are taking opposite approaches to modifying the...
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Momentum Investing Gives You An Edge, Until It Doesn’t
A funny thing about bull markets is that investors develop a very short memory about the previous...
Labor Market Impact On The Stock Market
A funny thing about bull markets is that investors develop a very short memory about the previous...
Cash Cow Clues: Can Dividend Yields Forecast Interest Rates?
We have written many articles and commentaries forecasting interest rates. The analysis has used...
S&P 500 – A Bullish And Bearish Analysis
The S&P 500 index is a critical benchmark for the U.S. equity market, and its performance often...
Technological Advances Make Things Better – Or Does It?
It certainly seems that technological advances make our lives better. Instead of writing a letter,...
Bull Steepening Is Bearish For Stocks – Part Two
Part One of this article described the burgeoning bull steepening yield curve environment and what...
Risks Facing Bullish Investors As September Begins
Since the end of the “Yen Carry Trade” correction in August, bullish positioning has...
Japanese Style Policies And The Future Of America
In a recent discussion with Adam Taggart via Thoughtful Money, we quickly touched on the...
Yield Curve Shifts Offer Signals For Stockholders
The level of U.S. Treasury yields and the changing shape of the Treasury yield curve provide...
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