Job cut announcements hit a 21 year low while rent prices missed pre-pandemic estimates, but they’re coming back quickly.

Valuations are much higher than they were 5 years ago even though the risk free rate is exactly the same. It’s unlikely that we get more multiple expansion in the next 5 years.

One of the most important economic themes in the next 6 months is the continued strength of the US consumer.

Junk bond yields are at a record low. This doesn’t mean a volatility event is coming soon, but history suggests that…

There might be a correction in the next 6 months, but not because it is the 2nd year of a bull run.

Once you start looking at 50 year annualized returns, you take out temporary cyclical moves. The three standouts of the past are…

Households expect to spend a lot more in the next year, but the peak in retail sales growth has already occurred.

Boomers retired early during the pandemic. They aren’t going back to work after it ends. Instead, young people are taking their place…

Corporations have more money than they need as earnings estimates look strong, and stock buybacks increased in 2021, setting the stage for upside?

There was an intense factor rotation last week. This allowed investors to buy value stocks on sale that might not even be cyclical.