Often markets bottom when investor sentiment is poor and peak when it’s high. As they say,...
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Fear is Driving Yields Higher, Not Inflation
Fear, not inflation, is driving bond yields higher despite popular beliefs. The graph below shows...
Fat Tails Scare Investors
The S&P 500 was down seven points this past week. Last week’s extreme volatility made it...
ETSY Falls Victim to Strapped Consumers
Shares of ETSY plunged yesterday on a poor quarterly earnings report. We are not very concerned...
Expectations Met – The Fed Delivers
Meeting market expectations, the Fed raised rates by 50bps and will start Quantitative Tightening...
Powell Is In The Batters Box
The consensus is that Jerome Powell and the Fed will raise interest rates by 50bps today and...
ISM- Bad News Is Good News?
The national ISM Manufacturing Survey was unexpectedly weaker than expected, as shown below. This...
Stocks Slump as Amazon Weighs on the Market
Shares of Amazon, the third-largest contributor to the S&P 500, fell over 10% on Friday. A poor...
GDP Falls As Inflation Takes Hold
First-quarter GDP fell by 1.4% versus expectations for a 1.1% increase. As we discussed in...
Apple Inc. Earnings Warnings Fall on Deaf Ears
Apple Inc. will release its earnings after the close today. Apple Inc. is the largest contributor...