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DEEP DIVE: The Tug-Of-War Continues Between the Bulls & The Bears
The latest bear market started on January 3, 2022, when the S&P 500 peaked at a record-high 4796.…
Deep Dive
99 posts
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DEEP DIVE: Young Bull Or Old Bear?
There is a fierce debate going on between the stock market’s bulls and bears. The question under consideration is…
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DEEP DIVE: US Is The Safest Harbor In Stormy World Sea
Our basic premise about the outlook for the global economy through the end of 2023 is that a recession is…
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DEEP DIVE: Switching Planets: Investors Now From Venus, Analysts From Mars
Since our June 24 QuickTakes, we’ve been making the case that the bear market in the S&P…
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DEEP DIVE: How Much Rate Hiking Does QT2 Equal?
Melissa and I have been wondering how much federal funds rate hiking does the current round of quantitative tightening (QT2)…
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DEEP DIVE: The Dollar & TINAC (There Is No Alternative Country)
As we observed yesterday, the geopolitical mess around the world continues to favor the US dollar, suggesting increasing net capital…
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DEEP DIVE: Braking China
China continues to watch its real estate market deflate and its Covid cases inflate, while worries about its banking system…
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DEEP DIVE: US Economy & Financial Markets - From Wrong to Right Track?
Strategy I: On the Right Track. What could go right or wrong over the rest of this year? The year…
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DEEP DIVE: How's Business?
This is an excerpt from our Morning Briefing.
Every month, the Census Bureau releases its “Advance Monthly Sales for Retail…
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DEEP DIVE: Revisiting Venus and Mars
This is an excerpt from our June 21, 2022 Morning Briefing.
Strategy I: Investors Are Still from Mars.
Our May…
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DEEP DIVE: Bear Spray
This is an excerpt from our May 23, 2022 Morning Briefing.
Next week, my wife and I will be on…
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DEEP DIVE: The Fed's Quantitative Tightening: Run(off) for the Hills?
In recent conversations with our accounts, we have been hearing more concern about the second round of quantitative tightening (QT2), which starts next month.…
