On Monday, the latest S&P 500 correction morphed into a bear market when the index closed down more than 20.…
The Stay Home investment strategy is underperforming the Go Global alternative so far this year in local currencies. On the other hand,…
In today's Webcast: May’s CPI report showed scant signs of inflation peaking, though we still expect peaking soon. The…
Following Friday’s CPI shocker, the financial media seem to have concluded that the Fed will have no choice but to raise…
A whole bunch of economic indicators to be released this coming week are likely to confirm that the economy is struggling with…
This past week was an ugly one for the S&P 500 adding significantly (5.1ppts) to the 18.2% ytd…
Inflation is no longer transitory or persistent. It is protracted. The headline and core CPI inflation rates have yet to peak because…
Don't fight the central banks when they are fighting inflation. Stock prices dropped today on news that the European Central…
While many industry analysts remain optimistic about the earnings outlook for the S&P 500 industries they cover, some of them…
Stock market sentiment remains bearish, which is bullish for longer-term investors with a contrarian streak. Consider the following: (1) Investors Intelligence Bull/…
The housing market may be falling into a recession, but consumers continue to spend—though they have needed to borrow more to…
We have a mix of good and bad news this morning for you. We will start with the good news: Two of…
