Next Move For The Dollar
The government shutdown is now 27 days old and shows no sign of letting up. According to Oxford...
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Month: January 2019
Stocks Rally, But Fundamentals Get Worse
The stock market has had a great start to 2019 as the S&P 500 is up 4.13%. Netflix is...
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Expected Median S&P 500 Return In 2019
The most negative data points on the stock market and the US economy are Q4 earnings guidance and...
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US Real Wages Soar As Germany On Brink Of Recession
The December CPI report met expectations across the board. Headline CPI was -0.1% month over month...
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Impact on Stocks: QT, Shutdown & EPS Estimates
Opinions on the Fed’s balance sheet and QE have a huge variance. Some investors blame the entire...
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The Best Labor Market In 21 Years?July 2, 2021
Unrealistic Stock Return ExpectationsJuly 2, 2021
Continued Strength Of US Consumer?June 30, 2021
Junk Is As Good As GoldJune 29, 2021
No Corrections In 2021?June 28, 2021
Historical Stock & Bond ReturnsJune 27, 2021
The Consumer Is Ready To SpendJune 25, 2021
The Economy Is Getting Back To Normal?June 23, 2021
The Stock Buybacks Are ComingJune 22, 2021
The Factor Rotation Isn’t About The FedJune 21, 2021