Albert Edwards of Societe Generale wrote a thought-provoking piece based on the graph below. He...
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Will the Nasdaq Rebalance be a Nothing Burger?
On July 24th, the Nasdaq 100 will reduce the weightings of its top seven holdings to try to better...
Are The Treasury and Fed Managing Market Liquidity?
The federal debt cap was lifted on June 3, 2023. The Treasury immediately flooded the markets with...
Europe Is Facing Economic Stagnation
Yesterday’s Wall Street Journal led with a troubling article on Europe’s economy. Their...
Mixed Bank Earnings Kick Off Q2 Results
Earnings season began with mixed results from three of the largest US banks on Friday. JPMorgan and...
Are Small Cap Stocks Next Up For a Rally?
The Magnificent Seven (Apple, Amazon, Google, NVIDIA, Meta, Tesla, and Microsoft) have been on a...
The CPI Dilemma, Decoding Monthly vs Annual Inflation Rates
The BofA graph below (right) is making the rounds on Twitter and causing investors quite a dilemma...
As Goes Bank Credit Goes GDP
The US and much of the global economy are driven by bank credit. Since debt has grown consistently...
The Coming NASDAQ 100 Rebalancing
NASDAQ announced it will rebalance the NASDAQ 100 Index to “address overconcentration in the...
The Labor Market Remains Hot
The past week’s labor market data continued to show strength. However, the week’s data...