Stumbling Out of the Rally Blocks
The Full Story: The negative-sentiment-to-positive-fundamentals Santa Claus rally we called for last week began with a bang as the Dow rallied nearly 500 points through
A Look-See into E and P/E
The Full Story: If you want to know the future value of a chosen market index, you need only to properly forecast two variables. First,
Mr. Market, We Respectfully and Gleefully Disagree!
The Full Story: Markets continued their downward trend this week as the Fed released its economic forecast, and Chairman Powell defended his position of not
Pullback Plays
The Full Story: Last week’s rally fizzled into this week as long-term interest rates resumed their ascent. The 10-year Treasury revisited 4.3%, exerting downward pressure
Rally Revenge!
The Full Story: The books closed on Thursday with the S&P 500 1.7% lower for the month of August. This may not feel like a
Powell’s Play
The Full Story: Long-term interest rates have drifted higher this month as the US Treasury issued record amounts of bonds to fund the Federal Government’s
Summer’s Bummers
Seasonal Softness The stock market has its own biorhythmic pattern we can often rely on for forecasting. For instance, 2023 had some promising historical return
Inoculating Pandemic Economics
The Full Story: The Fed’s 2% inflation goal represents the shorthand version of “normal” for the markets, but there are other critical markers of normal
Stumbling Out of the Rally Blocks
The Full Story: The negative-sentiment-to-positive-fundamentals Santa Claus rally we called for last week began with a bang as the Dow rallied nearly 500 points through
A Look-See into E and P/E
The Full Story: If you want to know the future value of a chosen market index, you need only to properly forecast two variables. First,
Mr. Market, We Respectfully and Gleefully Disagree!
The Full Story: Markets continued their downward trend this week as the Fed released its economic forecast, and Chairman Powell defended his position of not
Pullback Plays
The Full Story: Last week’s rally fizzled into this week as long-term interest rates resumed their ascent. The 10-year Treasury revisited 4.3%, exerting downward pressure
Rally Revenge!
The Full Story: The books closed on Thursday with the S&P 500 1.7% lower for the month of August. This may not feel like a
Powell’s Play
The Full Story: Long-term interest rates have drifted higher this month as the US Treasury issued record amounts of bonds to fund the Federal Government’s
Summer’s Bummers
Seasonal Softness The stock market has its own biorhythmic pattern we can often rely on for forecasting. For instance, 2023 had some promising historical return
Inoculating Pandemic Economics
The Full Story: The Fed’s 2% inflation goal represents the shorthand version of “normal” for the markets, but there are other critical markers of normal
