MarketWatch recently pointed out that two well-followed measures of consumer sentiment are...
Job Growth Will Keep Powell Anxious
Last Wednesday Powell stated: “wage growth remains well above levels that would be consistent...
Timiraos Pours Cold Water on Powell Bulls
Stocks shot higher on Wednesday after Chair Powell’s speech. Looking for good news, the bulls...
Positioning or Sentiment- Diverging Investor Logic
According to the most recent AAII sentiment poll, bears have outnumbered bulls for 35 consecutive...
Flattening The Curve – Fed Style
At 1:30, Jerome Powell will update the public on his views. This will be his first speech since the...
Crude Oil is Plunging, Will Energy Stocks Follow?
Crude oil prices are now down on the year, despite almost doubling in the first three months....
Junk Bonds Have No Fear
A recession is very unlikely if the only recession gauge one was following is the spread of junk...
Continuing Jobless Claims and Recessions
The most closely followed measures of employment tend to be lagging indicators. However, there is...
Financial Stability or Is Something Breaking?
Recently we have noted that the odds are increasing that financial instability, or as we say,...
Coinbase Bankruptcy Risks Rise
On April 14, 2021, shares of Coinbase, a cryptocurrency broker/custodian, were first publically...