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What To Look For In Q1 Earnings (4/1/24)
PCE Inflation is weaker, yet consumer spending remains robust; the Atlanta Fed is forecasting 2.3% GDP for Q2. Is this period nirvana for the Fed? Th…
2 years ago
When Financial Conditions Butt Heads W Borrowing Conditions (3/28/24)
Consumer confidence for stock prices remains high, despite mixed econonic data. Asset prices are rising faster than earnings, as optimism is extremel…
2 years ago
Wall Street Wants To Save Your Retirement (3/27/24)
The Sentiment Index is hanging in, despite weakening regional surveys; economists see no recession in sight; bank reserves have been rising since Oct…
2 years ago
Do Technical Measures & Valuations Really Matter
Baltimore Harbor is closed following the collapse of the Francis Scott Key Bridge, hit by an out of control freighter. Weaker Regional Economic Surve…
2 years ago
Are Market Bubbles A Function Of Psychology (3/25/24)
Stop the re-makes of '80's movies (Roadhouse)! Markets are going into 5th straight month of gains, remaining over-bought and trading in a very narrow…
2 years ago
Beware The Risks In Medicare Advantage Plans 2024
What do the Three Stooges and the Fed's rate cut plans have in common? Risk appetites are on the rise with the Reddit IPO; what if inflation heats up…
2 years ago
How Will The Fed Rate Announcement Affect You (3/21/24)
Markets respond to the Fed rate announcement, indicating at least three rate cuts this year, the first one coming as soon as June. Danny & Jonathan d…
2 years ago
The Fed's New Form Of QE (3/19/24)
There's a definite correlation between changes in stock buybacks and changes in market performance. With the closure of the stock buyback window by t…
2 years ago
The Bull Market Trend Is Showing Some Cracks (3/18/24)
During the week we were off for Spring Break, absolutely nothing changed: There is still no reason for the Fed to cut rates, and markets have finally…
2 years ago
Holding Long-term Bonds, but not to Maturity (3/8/24)
Market Commentary: When will rate cuts hit? Biden's SOTU Address: Get ready for higher corporate taxes and an inflation fight. The Death of the 4% Ru…
2 years, 1 month ago