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...
Will The World Cup Kick Off Weakness?
Markets were spared when the Houston Astros won the world series. As we highlighted in the...
Tech Layoffs, Who Cares?
Meta cut 11,000 jobs. Twitter let 3,700 employees go. Stripe, Coinbase, and Microsoft all fired...