Author: UPFINA

The labor market is getting worse which means the October labor report will be bad. The economy needs a stimulus and a COVID-19 solution.

Even if the earnings results beat estimates by a wide margin, we are still looking at a greater than 15% decline from last year.

Small businesses are confident which is odd given their struggles while shelter inflation and medical services inflation fell sharply.

The fact that small businesses are in trouble actually helps large companies for now because it means less competition.

US investors have such high expectations of their portfolios’ future returns that the market is almost assuredly going to disappoint them.