public US Economy • 1 min read The Front Cover Curse We've been recommending overweighting the US in global equity portfolios since 2010. We still are, and it is…
public Technicals • 2 min read Market Technicals: Is Sentiment Bearish Enough To Signal A Market Bottom? We asked Joe Feshbach for an update of his take on the stock market from a trading perspective: "Even…
paid Market Call • 2 min read Market Call: Nothing To Fear But Nothing To Fear, Again. Nothing to worry about? The geopolitical risk premium in the price of oil has dropped sharply since early April. The…
paid Crude Oil • 2 min read Tanks A Lot The war premium in the crude oil market fell again today. Fears of a significant disruption to global oil production…
public Surveys • 2 min read 'Knock On Wood' Fed Chair Jerome Powell spoke at Stanford University today about the economy and monetary policy. He said, "I think…
public Sentiment • 2 min read Yikes: Everyone Is Bullish! During the week of October 11, 2022, the Investors Intelligence Bull/Bear Ratio (BBR) fell to a cyclical low of…
public Employment • 2 min read 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…
paid Technicals • 2 min read How To Spot A Meltup We are sure that Fed Chair Jerome Powell has recently reread former Fed-Chair Alan Greenspan's December 5, 1996…
paid Stock Market • 2 min read Market Dives As Powell Pushes Back As we expected, Fed Chair Jerome Powell pushed back on market expectations of a federal funds rate cut in March…
public Employment • 2 min read Help (Still) Wanted The job market remains strong. That was the message from a couple of labor market indicators today. The most timely…
paid Sentiment • 2 min read What's Next? Rollercoaster rides are unnerving on the way up and then thrilling on the way down. Stock markets are thrilling on…
paid S&P 500 • 2 min read Weakening Global Economic Growth Is A Mixed Bowl Of Nuts We are still aiming for 4600 on the S&P 500 before the end of this year. That'…