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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...

Technical Measures And Valuations. Does Any Of It Matter?

By Lance Roberts, Mar 26, 2024

Technical measures and valuations all suggest the market is expensive, overbought, and exuberant....

Retirement Crisis Faces Government And Corporate Pensions

By Lance Roberts, Mar 22, 2024

It is long past the time that we face the fact that “Social Security” is facing a...

QE By A Different Name Is Still QE

By Michael Lebowitz, Mar 20, 2024

The Fed added Quantitative Easing (QE) to its monetary policy toolbox in 2008. At the time, the...

Blackout Of Buybacks Threatens Bullish Run

By Lance Roberts, Mar 19, 2024

With the last half of March upon us, the blackout of stock buybacks threatens to reduce one of the...

Household Equity Allocations Suggests Caution

By Lance Roberts, Mar 15, 2024

Household equity allocations are again sharply rising, as the “Fear Of Missing Out” or...

Bougie Broke The Financial Reality Behind The Facade

By Michael Lebowitz, Mar 13, 2024

Social media users claiming to be Bougie Broke share pictures of their fancy cars, high-fashion...

Digital Currency And Gold As Speculative Warnings

By Lance Roberts, Mar 12, 2024

Over the last few years, digital currencies and gold have become decent barometers of speculative...

Presidential Elections And Market Corrections

By Lance Roberts, Mar 8, 2024

Presidential elections and market corrections have a long history of companionship. Given the...

Liquidity Problems Are Closer Than You Think

By Michael Lebowitz, Mar 6, 2024

In 2019, the Fed cut interest rates and restarted QE despite a healthy economy. Today, inflation is...

Valuation Metrics And Volatility Suggest Investor Caution

By Lance Roberts, Mar 5, 2024

Valuation metrics have little to do with what the market will do over the next few days or months....

Dumb Money Almost Back To Even, Making The Same Mistakes

By Lance Roberts, Mar 1, 2024

After over two years, retail investors, also known as the “dumb money,” are almost back...

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