Broadening Bull
The S&P 500 market-weighted stock price index is up 43.2% since the current bull market started on…
DEEP DIVE: Global Economy Muddling Along To New Record-High Stock Prices
The UK and Japan are in recessions. Germany is on the edge of falling into a recession. China’s property…
2 min read
Market Call: The Front-Cover Curse Already?
The front cover of this week's Barron's shows the horns of a bull apparently charging through…
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…
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…
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…
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…
Two of the Magnificent 7 Get Shanghaied
Two of the Magnificent-7 are less magnificent. That's because China is in a recession and Chinese consumers are…
China: Pushing On A String?
In recent weeks, the Chinese government has introduced several measures to prop up the stock market. This week, the government…
Market Call: Dalio's Bubble Trouble Meter
In a February 29 LinkedIn post, Ray Dalio wrote that his bubble gauge for the overall stock market is at…
The Economic Week Ahead: March 4 - 8
The week ahead is jampacked with employment indicators. We expect that January's JOLTS report (Wed) and February'…