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...
5 Year Real Rates are Soaring
The Federal Reserve closely follows how restrictive or easy its monetary policy is. While many...
Are Household Savings Still Driving the Economy?
Since 2020, individuals and corporations have been provided significant funds from the government...
Long Term Valuations Remain Hefty
Over the last three years, massive amounts of fiscal and monetary stimulus and irregular economic...
Is Nike A Precursor of Weaker Earnings?
Last week Nike reported a fourth-quarter net income of .66 cents a share, down from .90 cents in...
Will Second Half Performance Follow the First Half?
The S&P 500 rose 13% in the first quarter, the third-best first-half-of-the-year performance...
Uninversion Not A Yield Curve Inversion Signals Recessions
Our most recent article, Treasury Yield Curves- Is This Inversion Different, explains why inverted...