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8-19-24 Unpacking Kamalanomics And Economic Cycles In America
Previews of the DNC Convention and Jackson Hole meeting previews, plus four Fed speakers on tap this week; Monkey Pox & Covid on the upswing ahead of…
1 year, 4 months ago
8-15-24 How To Buy Dividend Stocks
July CPI clocks-on on-target for the Federal Reserve to cut rates, as it indicate inflation is trending downward. This would set-up the Fed for up to…
1 year, 4 months ago
8-14-24 Looking For Rate Cut Clues In CPI Data
The PPI number came in weaker than expected with lower input prices. Today's CPI report (a 0.2% monthly increase = 3.2% annual rate) weakness could s…
1 year, 4 months ago
8-13-24 Four Reasons Mega - Caps Are Not Dead Yet
It's economic report week, with previews of today's PPI, tomorrow's CPI, and Thursday's Retail sales numbers for July; will weaker consumer spending …
1 year, 4 months ago
8-12-24 Be Careful Of Market Predictions
Laying the groundwork for Fed rate cuts: Will they or won't they in September, and by how much? 80% of S&P companies have reported; stock buy back wi…
1 year, 5 months ago
8-9-24 What Kind Of Inheritance Will You Leave Behind
With the turmoil of the past week, now is a good time to reassess your portfolio, and rebalance the risk. What is the deal with stocks advertising on…
1 year, 5 months ago
8-8-24 Trapped Longs Take The Exit
Economic Reports affected by Hurricanes Beryl & Debbie; market sell off continues. Inflationary data is still there; unwinding of Yen Carry Trade con…
1 year, 5 months ago
8-7-24 Is The Crisis Over?
Is the crisis over? Too soon to tell, but the Nikkei did rebound, the Yen is coming down, and the BOJ is hold steady on rates. Earnings season contin…
1 year, 5 months ago
8-6-24 Is The Selling Over?
8-6-24 Is The Selling Over? by Lance Roberts
1 year, 5 months ago
8-5-24 Understanding Yield Curves - Inversion Doesn't Guarantee A Recession
August begins with weaker employment and the Fed hinting at the possiblity of a 1/2% rate cut; The Japanese Carry Trade blos up: What is it and why d…
1 year, 5 months ago