This past trading week went exactly as investors/traders expected, after a ~2% pullback for the S&P 500 (SPX) the previous week. Sarcasm? Precisely! While many investors/traders and strategists anticipated a greater pullback before a resumption of the uptrend, including myself to a lesser degree, the market defied such expectations and rallied to new all-time highs. At 4,286 on Friday (closing…
The equity markets are on a 3-week winning streak, which is hard to accept given the quarter still ended...
A “soft landing” for the economy in the US seems increasingly possible, so we look back at previous similar episodes...
Barron’s: What’s the good word, if any, on the economy and the markets? Jeffrey Gundlach: We are more cautious...
The S&P 500 (SPX) came within 9 points of reaching it’s all-time record high earlier in the trading week...
Merrill Lynch: IN THIS ISSUE Macro Strategy—Is Stagflation Likely?: With inflation stubbornly high after briefly surpassing levels not seen...
“I don’t think you can get to be a really good investor over a broad range without doing a...
The bounce back in markets this past week was quite telegraphed in the historical data we presented in the...
We only know what we know! In the future, we’ll know more through experiences or dedicated educational exercises, or...
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