The percentage of S&P 500 stocks outperforming the index on a rolling 21-day period fell below...
Back To Back 20 Percent Gains: What’s Next?
While 20% gains in the S&P 500 are not uncommon, as circled below, back-to-back 20% gains have...
Scenarios For 2025
Over the past couple of weeks and into the next few weeks, you will likely be inundated with...
Google’s New Quantum Chip is Out of This World
AI machine learning receives most of the publicity concerning today’s technological advancements,...
2024 in Review
2024 was an unbelievable year for the S&P 500 up 28% YTD. The index constituents’ average...
Inflation Forecasts Can Reflect Political Bias
The Fed uses many inflation gauges to develop its forecasts. An important one that Powell has...
Our Christmas Wish To You
We want to take this opportunity to wish you, your family, and your loved ones a very merry...
Cash Allocations Send an Ominous Signal
Administrative Note: We will not publish a daily market commentary tomorrow or Wednesday. Everyone...
China Yields Collapse
Treasury yields rose sharply following the Fed meeting on Wednesday, yet they are collapsing in the...
Cut And Pause: FOMC Summary
As widely expected, the Fed cut the Fed Funds rate by 25bps, to 4.25-4.50%, at yesterday’s FOMC...