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Powell's Hawkishness Boosts Bearishness
Fed· · 1 min read ·Members

Powell's Hawkishness Boosts Bearishness

Fed Chair Jerome Powell's press conference might have signaled his latest pivot, but this time it might be to his…

Powell Turns Even More Hawkish
Fed· · 2 min read

Powell Turns Even More Hawkish

During his press conference today, Fed Chair Jerome Powell continued to read from the Volcker 2.0 script. His punchline appeared in…

What Will Powell Say?
Fed· · 2 min read ·Members

What Will Powell Say?

Tomorrow afternoon, the FOMC is widely expected to increase the federal funds rate by 75bps to a range of 3.75%-4.…

Regional Surveys Suggest Weak M-PMI
Surveys· · 1 min read

Regional Surveys Suggest Weak M-PMI

Bonds and stocks might rally tomorrow if the M-PMI is as weak as suggested by the regional business surveys conducted by five…

Dr Ed's Video Webcast 10/31/22
Video Webcasts· · 1 min read ·Members

Dr Ed's Video Webcast 10/31/22

The bear market has clawed 30% out of stock valuations, returning the S&P 500’s forward P/E to its…

Another Weak Regional Business Survey
Surveys· · 1 min read

Another Weak Regional Business Survey

With the exception of the 2.6% (saar) increase in Q3's real GDP, the other more forward-looking economic indicators released…

MegaCaps, ECB & ECI
Inflation· · 1 min read

MegaCaps, ECB & ECI

History shows that the Santa Claus rally usually starts during October. This year, the S&P 500 had a terrible September,…

MegaCap-8 and a Trading Call Update
Stock Market· · 1 min read

MegaCap-8 and a Trading Call Update

The MegaCap-8 are still the largest yachts in the ocean. These eight stocks currently account for 23% of the market capitalization of…