New readers · first 30 days for $1 · Start reading →

Archive

DEEP DIVE: 'Pent-Up Exuberance'
Deep Dive· · 4 min read ·Members

DEEP DIVE: 'Pent-Up Exuberance'

Raphael Bostic is the president and CEO of the Federal Reserve Bank of Atlanta. He is a 2024 voting member of the…

The Pause That Refreshes Spooks Investors
Retail Sales· · 2 min read ·Members

The Pause That Refreshes Spooks Investors

The vertical momentum rally that started on October 27, 2023 seems to be losing some of its momentum. Maybe. That's…

Yikes: Everyone Is Bullish!
Sentiment· · 2 min read

Yikes: Everyone Is Bullish!

During the week of October 11, 2022, the Investors Intelligence Bull/Bear Ratio (BBR) fell to a cyclical low of 0.57…

Dr Ed's Video Webcast 3/13/24
Video Webcasts· · 1 min read ·Members

Dr Ed's Video Webcast 3/13/24

Is Bostic on to something? We think the Atlanta Fed president is right to warn about “pent-up exuberance,” the business community’s…

Broadening Bull
S&P 500 Earnings· · 2 min read ·Members

Broadening Bull

The S&P 500 market-weighted stock price index is up 43.2% since the current bull market started on October 12,…

The Economic Week Ahead: March 11-15
Week Ahead· · 2 min read ·Members

The Economic Week Ahead: March 11-15

The coming week starts with a couple of key inflation indicators. Both were probably boosted by rising gasoline prices. The retail pump…

New Risk: Powell Stoking Risk-On Trades
Fed· · 2 min read ·Members

New Risk: Powell Stoking Risk-On Trades

Fed Chair Jerome Powell's dovish congressional testimony yesterday and today stoked the hot trades in the financial markets from Nvidia…

We Have Nothing To Fear But Nothing To Fear
Employment· · 2 min read

We Have Nothing To Fear But Nothing To Fear

Fed Chair Jerome Powell was very reassuring during his congressional testimony today. He said the economy is fine, inflation is moderating, and…

Dr Ed's Video Webcast 3/6/24
Video Webcasts· · 1 min read ·Members

Dr Ed's Video Webcast 3/6/24

Bouts of geopolitical or domestic political strife usually don’t derail the US stock market. Investors tend to divorce politics from their…