Best practices are meant to be shared. That’s why we observe the market and then share our insights on what’s happening, to give you context. We’ve organized every blog into categories, so it’s easier for you to find the answers that matter most to you.
Unlike the Volcker Fed, today’s Fed supports persistently growing excess liquidity and low real interest rates. Durably containing inflation will be a challenge.
Nasdaq 100 index correlations with other assets have been disrupted by a surge in mega-cap technology stocks. There is an extraordinary divergence of Semiconductor sales from stock prices, and the
An investor’s only protection from repeating investment mistakes is having the discipline and patience to stick to an effective long term process, based on data, math, and history to avoid
Clearly weak earnings from technology stocks and discretionary retailers have led to a record poor ratio between stock advances relative to declines. Nevertheless, a handful of mega cap technology stocks
t is the cumulative effect of flawed policies that has brought us to the current predicament.
The Fed has broken out beyond its mandate, and has been rushing into
After the Fed’s liquidity injections and the stock market rally of recent weeks the emerging narrative is that the banking crisis is not the concern it was. Then again, what
With the regional bank ETF trading at its 52 week lows, it is clear that the banking crisis is far from over, and this is also the view of Jamie
On Wednesday afternoon, March 22, Fed chair Powell and Treasury Secretary Yellen decided to continue business as usual. Powell raised interest rates to contain inflation, perhaps for the last time
The recent divergence between the real yield and the forward P/E is a red flag for US equities. The forward PE Ratio has never been this high compared to real
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