As we wrote on Friday, investors were disappointed again last week after Jerome Powell failed to...
Charlie Brown Syndrome Strikes the Markets Again
Stock investors are screaming “AAUGH!” as Jerome Powell duped them again. In one of the...
Another Step On The Path To 5%
The Fed took another step Wednesday on its path to slay inflation. As widely expected, the Fed...
Monetary Headwinds Accentuate Q4 Risks
Monetary headwinds, already proving difficult for stock prices, are expected to strengthen in the...
Commodity Miners Are The Lynchpin To EV Production
The Financial Times reports that Tesla is holding preliminary talks with Glencore, a large...
FAANGs Make for a Scary Halloween
The FAANGs are taking a Halloween bite out of many investors’ goody bags. FAANG stocks, known...
Fed’s Yield Curve Forecasts Recession
Q3 GDP rose nicely, but the Fed’s preferred yield curve has spoken. It says a recession is...
A Balanced Portfolio Promises a Better 2023
Since 1950 there have only been four other instances in which a balanced 60/40 stock/bond portfolio...
More Intervention- Another Country Signals Financial Crisis
Monday’s Commentary discussed the BOJ’s dual interventions to cap bond yields and...
BOJ is Wedged Between a Rock and a Hard Place
The Bank of Japan (BOJ) is intervening again in its currency market to prevent more depreciation....
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