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Market Call: Meta's Universe
Meta is leading the stock market to where it has never gone before, i.e., to new record highs. Its…
Market Call
54 posts
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Market Call: Between Iran & A Hard Place
Geopolitical events and crises rarely influence Fed policymaking. This time it might be different. The war that began on October…
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Market Call: S&P 500/400/600 Are Flying With The Blue Angels
Our Blue Angels framework allows us to visualize the stock market equation P = P/E * E in one chart, where…
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Market Call: Charging Into 2024
Merry, happy, joyful, and jolly are just some of the adjectives used to describe this time of year. We hope…
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Market Call: Monitoring Geopolitical Risk In the Middle East
The Santa Claus rally is about to be tested again by the prospects of a regional war in the Middle…
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Market Call: Winning Streak For The Bulls
We expect that the Santa Claus rally in stock prices that started on October 27 will continue over the rest…
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Market Call: Spotting Reindeers
Last week was a wild one for sure in the bond and stock markets. The bond yield plunged and stock…
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Market Call: Investors Are Spooked
Halloween is on Tuesday. Investors have been spooked since early August. They are still spooked by the widening federal deficit,…
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Market Call: Stop The World —We Want To Get Off!
On December 23, 1776, Thomas Paine famously opined: "These are the times that try men's souls."…
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Market Call: Latest Mideast War Raises Geopolitical Risks
Hamas launched a coordinated surprise attack on Israel today. The timing suggests that Iran's mullahs instigated their surrogates…
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Market Call: The Wild Bunch
Just after the S&P 500 nearly hit our year-end target of 4600 ahead of schedule on July 31,…
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Market Call: Powell Says Be Careful
In his presser last Wednesday, Fed Chair Jerome Powell mentioned "careful" and "carefully" 16 times mostly…
