Commentary

Recession Indicators Say The Fed Broke Something

Recession indicators are ringing loudly.

Commentary

“Not QE” Puts Fed Between A “Rock And A Hard Place”

“QE” or “Quantitative Easing” has been the bull’s “siren song” of the last decade, but will “Not QE” be the same?

Commentary

“Not QE” Puts Fed Between A “Rock And A Hard Place”

“QE” or “Quantitative Easing” has been the bull’s “siren song” of the last decade, but will “Not QE” be the same?

Commentary

Bank Runs. The First Sign The Fed “Broke Something.”

With the collapse of Silicon Valley Bank, questions of potential “bank runs” spread among regional banks.

Commentary

Consensus View Of “No Recession.” Could It Be Wrong?

Could the consensus view of a “no recession” scenario be wrong? As portfolio managers, this is the question we ask ourselves daily.

Commentary

Buffett On Buybacks

Warren Buffett defended stock buybacks in Berkshire Hathaway’s annual letter, pushing back on those railing against the practice he believes benefits all shareholders.

Commentary

Gen Zers Are Overly Optimistic About Being Wealthy

Gen Zers, according to a recent Magnify Money survey, are overly optimistic about being wealthy.

Commentary

Capitalism Is Broken If Record Profit Margins Don’t Revert

While there are certainly many complaints that “capitalism” is broken, such is not the case.

Commentary

Retail Traders Go Bust As Speculation Inevitably Goes Wrong

A recent Wall Street Journal article discussed how retail traders that made millions during the pandemic trading the market are now mostly wiped out.

Commentary

“No Landing” Scenario At Odds With Fed’s Goals

Economically speaking, bullish bets are mounting on a “no landing” scenario, which suggests the economy will avoid a recession entirely.

Commentary

The Technicals Vs The Fundamentals. Which Is Right?

Last week, we discussed why the more bullish technical formations were at odds with the many recession forecasts.

Commentary

The Correction May Have Started, Will Bulls Remain In Control?

The market correction has started.

Commentary

The Technicals Vs The Fundamentals. Which Is Right?

Last week, we discussed why the more bullish technical formations were at odds with the many recession forecasts.

Commentary

Bullish Investors Continue to Fight The Fed

Bullish investors continue to “Fight the Fed,” hoping that a change to monetary policy will reignite the 12-year-long bull market.

Commentary

Recession Forecasts At Odds With Bullish Formations

Despite mounting evidence supporting recession forecasts, the stock market remains at odds with that outlook.