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Not coming to the rescue?, “welcome home!”, and crypto’s big day 12/12/22

If the economy does head into a recession, it will be unlike many we’ve seen before in one important way: the Fed can’t come to the rescue like it us…

3 years, 3 months ago

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Soft Landing?, Game On!, and Wine Time? 12/9/22

Stocks have turned higher on the day, but are still lower for the week. And the Fed’s next decision on rate hikes is just a few days away. Can they s…

3 years, 4 months ago

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Pump Prices Plummet, Tesla Breaks Down, and Hot Dogs, Sofas & Yoga Pants 12/7/22

There’s been a spectacular collapse in oil prices this year, as crude hovers just over $72 per barrel after a 10% drop in the past week. Gas prices a…

3 years, 4 months ago

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Faith in the Fed?, Retail Resurgence and Bull vs. Bear 12/7/22

Better news on inflation has yields down and stocks up. Jefferies’ David Zervos says the worst is now over, and the Fed’s credibility also remains in…

3 years, 4 months ago

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Investing for 2023, the Housing Slowdown, and a Crucial Race 12/6/22

Stocks are lower again today, as key yield curves keep getting more deeply inverted. J.P. Morgan CEO Jamie Dimon says we’ve never lived through a tim…

3 years, 4 months ago

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Soft Landing?, Energy Shift, and a “Perfect” Chart 12/5/22

Stocks are falling again today, on fears that Fed tightening will lead to a recession. But could they still engineer a ‘soft landing?’ We’ll hear fro…

3 years, 4 months ago

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Labor Pains, Farming Gains, and Oil’s Pivotal Week 12/2/22

The November jobs report came in hotter-than-expected, and stocks don’t seem to like it. Are we back to “good news” being “bad news” for markets? We’…

3 years, 4 months ago

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Waiting For Jobs, “Always Bet on Growth”, and Expensive Sneakers & Handbags 12/1/22

Markets are lower once again today, as investors debate the path of the economy ahead of tomorrow’s jobs report. We’ll get a preview of the numbers. …

3 years, 4 months ago

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Countdown to Powell 11/30/22

Stocks have been living in fear of Jerome Powell this week, as the Fed Chair is set to speak at the Brookings Institution. Wall Street is waiting to …

3 years, 4 months ago

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More volatility ahead?, Waiting for Powell, and Striking Opportunity? 11/29/22

Stocks are struggling to bounce back following yesterday’s big selloff. There are a lot of worries still hanging over the market, including China’s “…

3 years, 4 months ago

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