It was a far less interesting week in the markets than the 2%+ decline in the Nasdaq, on Thursday,...
“While so many worry about trying to grab a few pennies in front of a steamroller… We could be...
As interest rates climb and inflation shows signs of cooling — where are stocks in the market cycle? Equities...
Welcome to another trading week. In appreciation for all of our Basic Membership level participants and daily readers of...
The table has turned. In 2022, the S&P 500 (SPX) and peer indices finished the first half of the...
Remember that valuation is only expensive relative to history, and irrespective of the future! If I might introduce you...
Leading economic indicators continue to slip lower. Yet, bulls, who rightly counseled against “fighting the Fed” during the free-money...
Our weekly State of the Market video and macro-market weekend Research Report are postponed due to holiday weekend. In...
Another quick snapback for markets after breaking a 5-week win streak for the S&P 500 (SPX) and 8-week win...
If Risk Management is priority #1… Is that Opportunity Risk or is that Downside Risk? The threat from the...
The Fed’s June announcement of a pause with further rate hikes to come has extended the uncertainty of whether...
By J.P. Morgan Wealth Management There’s no shortage of worries batting around: the Fed is holding resolute on its...
“It is difficult to get a man to understand something when his salary depends upon his not understanding it…” ...
Macro Strategy—Equity Market Climbs A “Wall Of Worry” Yet Again: Moderating domestic demand growth, big energy price declines, loosening...
Markets are fundamentally volatile. No way around it. Your problem is not in the math. There is no math to...
With the halfway point of 2023 two weeks away, the S&P 500 has broken out to a 12-month high....
As investors debate the merits of generative artificial intelligence, a key question is what it could mean for the...
Welcome back investors! In this weekend’s macro-market Research Report, we intend to catch-up on the markets’ year-to-date performance and...
In one of Jim Paulsen’s last reports before retiring, penned November 2022, Paulsen urged clients to increase equity market...
The Major Trend Index moved up one notch to a net reading of zero (Neutral) in the week ended...
Check out some top-of-mind topics and subject matter surrounding the market ahead of this week’s key economic data and...
