pagado Inmersión profunda - 3 min leer DEEP DIVE: The Fed Faces Some Challenges The financial markets and most economists seem to agree that the Fed’s next move will be to cut the…
pagado Deep Dive • 4 min read DEEP DIVE: A Positive Outlook For Q2 Earnings Reporting Season Joe has been tracking the quarterly earnings forecast for S&P 500 companies collectively each week since the series…
pagado Inmersión profunda - 3 min leer DEEP DIVE: AI Hype Is Hyper Determining when an investment trend has run its course is more of an art than a science. While we love…
pagado Deep Dive • 7 min read DEEP DIVE: Charging Bull Strategy I: Hoof Marks. Even the bulls are getting trampled by the bull market in stocks. Many investment strategists are…
pagado Deep Dive • 10 min read DEEP DIVE: Winning Streaks Usually Don't Last Forever TAMED I: Technical Analysis Of Macro Economic Data. Over the past two years, the hard landers had innumerable theories and…
pagado Inmersión profunda - 3 min leer DEEP DIVE: Inflation - Why the Long Face? Among the hottest topics at dinner tables and at corporate boardrooms tables across the country—not to mention election campaign…
pagado Deep Dive • 4 min read DEEP DIVE: Expecting Record S&P 500 Earnings Ahead Joe reports that the S&P 500 Q1 earnings reporting season is now 98% complete, with 490 companies having…
pagado Inmersión profunda - 6 min leer DEEP DIVE: US Economy Is Less Interest Rate Sensitive US Economy I. Banks Versus Nonbanks. The resilience of the US economy has been impressive over the past two years…
pagado Deep Dive • 4 min read DEEP DIVE: Dow 40,000 And Counting The Baby Boomers have been heavily influenced by a couple of Spocks—Dr. Benjamin Spock and Spock of Star Trek,…
pagado Deep Dive • 4 min read DEEP DIVE: Consumers Running Out of Excess Saving. Will They Drop Or Continue To Shop? Bears have been growling since mid-2022 that the US consumer will soon be “tapped out” of the excess savings accumulated…
pagado Deep Dive • 4 min read DEEP DIVE: The Causes of Recessions & Bear Markets, a Recap There are three ways that recessions typically are triggered: 1) a monetary-tightening-induced financial crisis turns into a credit crunch; 2)…
pagado Inmersión profunda - 5 minutos de lectura DEEP DIVE: AI Chips & The Others A handful of semiconductors companies reported earnings and made it clear that the rabid demand for chips used to run…