The Fed raised rates by 25 basis points to 5.00-5.25%, hinting at a pause in future hikes. Weaker...
The Fed and Treasury Will Soon Be At Odds
Treasury bond prices fell sharply on Monday and rallied back strongly on Tuesday as traders...
Size Seems To Be All That Matters
Since Silicon Valley Bank’s collapse in early March, only one stock factor has mattered for...
Bad Market Breadth Warrants Caution
The equity markets surged last Thursday and continued upward on Friday on poor economic news and...
Velocity is the Oft Overlooked Inflation Component
When most economic prognosticators forecast inflation, they often base it on money supply changes....
Freight Recession Warns UPS and JB Hunt
Last week JB Hunt Transportation Services (JBHT) warned that the freight trucking sector was...
High Yield Investors Are Rosier Than Most
The graph below from Bloomberg provides an interesting analysis of what odds, so to speak, various...
Individual Investors Versus Hedge Funds
Individual investors bought a net $78 billion in stocks and ETFs in the first quarter. As reported...
Cathie Wood Thinks Tesla Shares Hit $2000
Cathie Wood of ARK Invest put a 2027 price target on Tesla shares at $2000. Such implies that Tesla...
Bear or Bull Market?
Many investors are questioning whether we are in the grips of a bear market or if the bull market...