Employment·
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2 min read
·Members
The Man With The Midas Touch
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Archive
Stock Market·
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2 min read
·Members
Performance Derby
The stock market rally should continue to broaden as investors realize that the MegaCap-8 are not bulletproof. Tesla has competitors such as…
Fed·
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2 min read
·Members
Market Call: The Fed Put Is Back
Last week, the FOMC released its latest quarterly Summary of Economic Projections (SEP) for March. Compared to December's SEP, the…
Week Ahead·
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2 min read
·Members
The Economic Week Ahead: March 25 - 29
The most important economic indicator for the week ahead will be February's PCED inflation rate, which comes out on Friday.…
Deep Dive·
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3 min read
·Members
DEEP DIVE: The Fed In A Presidential Election Year
Notwithstanding last week’s hotter-than-expected CPI and PPI reports, the financial markets are still anticipating that the Federal Reserve will cut the…
Stock Market·
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2 min read
·Members
Moon Shot
The S&P 500 rose to yet another record high today closing at 5241.53 (chart). We wrote the following last…
Fed·
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3 min read
Powell & Co. Remain Dovish
Powell & Co. were more dovish today than we (and stock investors) expected. The FOMC's Summary of Economic Projections (SEP)…
Video Webcasts·
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1 min read
·Members
Dr Ed's Video Webcast 3/20/24
Unlike in January, investors’ rate-cut expectations now appear to be in sync with FOMC members’ projections. Both seem to be anticipating two…
Technology·
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2 min read
·Members
Stock Market Has Discounted Lots Of Good News
Nvidia was up a measly 1% today despite the exciting presentation, after Monday's close, by CEO Jensen Huang about the…
Forward Earnings·
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2 min read
·Members
The S&P 500/400/600 Performance Derby
The S&P 500 LargeCap stock price index is up 44.0% since the end of the latest bear market on…
Surveys·
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2 min read
The Economic Week Ahead: March 18 - 22
Other than Nvidia's AI lovefest during the first three days of the week and the FOMC meeting on Tuesday and…
Fed·
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2 min read
·Members
Market Call: Nvidia's Lovefest Versus Powell's (Perhaps Depressing) Presser
Nvidia's three-day AI lovefest for developers starts Monday afternoon in San Jose, California. The FOMC meets Tuesday and Wednesday followed…
