37% of tech firms out of the largest 1500 US companies are unprofitable, more than were at the peak of the 1990s tech bubble.

Consumer spending growth in America is very strong due to the economic reopening. However, there are increased worries about…

Initial claims make the labor market look worse than it is while the market expects a Fed rate hike in 2022.

The March retail sales report will be one for the ages. It’s interesting to see how strong e-commerce spending will be even as the economy reopens.

Investors bought software stocks last year because they were the best relative performers. Now they are too expensive and have lower growth.

The services PMI was the highest since 1997 and the manufacturing PMI was the highest since 1983.

If job creation continues at the current pace, we will get back to the prior trend by June 2022. In six months investors will wish…

Of the stocks with the highest compound annual returns in the past 10 years, most had market caps below $10 billion at the start.

Lower prices can act like a feedback loop just like momentum led us higher in the prior year, especially with low short interest.

The annual growth in the U.S. money supply in excess of nominal GDP growth combined with U.S. federal deficit is the highest ever.