paid
Market Call: Animal Spirits Are Back & Boosting the Roaring 2020s! Fueling A Meltup Too?
Just after Donald Trump won the presidential race on November 8, 2016, we observed that the economy and stock market…
S&P 500
98 posts
paid
paid
public
Market Call: Happy Second Birthday To The Young Bull!
The S&P 500's latest bull market turned two-years old on Saturday. It started on October 12,…
paid
In 10 Charts: History & Future of DJIA and S&P 500
(1) The Dow Jones Industrial Average is on course to hit 60,000 by the end of the decade.
(2)…
paid
Market Call: October Is Here. What Could Possibly Go Wrong?
We asked the very same question at the start of September, and were hard pressed to come up with an…
paid
Market Call: Carry-Trade Unwind Part II
Something doesn't make sense. Why are stock prices falling when the Fed is set to lower interest rates…
paid
Market Call: September Is Here. What Could Possibly Go Wrong?
September has a history of being the worst month of the year for the stock market (chart). It's…
public
Market Call: Bungee Jump
Last week's economic data confirmed that consumers are still consuming, the labor market is fine, small business owners…
paid
Meltup!
We are raising our yearend target for the S&P 500 to 5800 from 5400. We are still targeting…
public
Market Call: The Bull Market's Alleged Vulnerabilities
The stock market's bull run since October 12, 2022 has raised some concerns lately. According to the naysayers,…
paid
Market Call: Momentum Meltup, Blowoff Top, Or Both?
Consumer price disinflation is raising expectations for a Fed rate cut, which is fueling a meltup in stock prices. This…
paid
Bonds Weighing On Stocks
Yesterday, Minneapolis Fed President Neel Kashkari told CNBC that he wants to see "many more months of positive inflation…
