Market Overview

Today an investor can earn a 4%+ return with zero risk. For the last 15 years, such would be called a pipe dream. Today it’s reality. Consequently, investors face a risk-free rate not far...

Investors have been asking themselves when and if we will see a real credit crunch. I think that’s the wrong way to phrase the question. Data shows we are already in a credit crunch.The real...

The multitude of analysts that have been waiting for the “death of the dollar” (DoD) for at least a couple of decades now have a new jingle. “De-dollarization” by global...

All eyes are on the US inflation data ahead of its release tomorrow After a steady decline, the CPI is expected to increase slightly due to the base effect US indexes, currently trading near...

George Santayana once wisely noted that "those who do not remember the past are condemned to repeat it."Throughout market history, market historians had many instances from which lessons in hubris...

Fixed-income markets ex-US led performances during a mixed week for the major asset classes through the close of trading on Friday, May 5, based on a set of ETFs.The strongest performer: VanEck J.P....

Well, the Fed is done raising interest rates. They aren’t quite done tightening yet, because the Federal Reserve is going to continue to shrink its balance sheet slowly. That’s...

The Federal Reserve raised interest rates for a 10th straight time on Wednesday, lifting its target by a 1/4-point to a 5.0%-to-5.25% range, the highest since 2007. But there are hints that the...

To preface, I have no right to be right about the markets. All I have are indications that the herds either don’t know about or don’t care about (I know this by relative Twitter...

Taking risks is no longer necessary to make a return on your savings.Not long ago, “cash is trash” was a common theme as savings accounts yielded zero. Of course, such was the intent of...

The US economy is expected to enter a recession by the end of the year. Despite the risks, investing in equities may still be a viable option. The S&P 500 appears to be in an uptrend, but the 4200...

Most of the major asset classes continued to rebound in April, led by property shares ex-US, based on a set of ETF proxies. The downside outliers: foreign government bonds in developed markets, stocks...

Recently, US House Speaker McCarthy tweeted this: And although it sounds like common sense, it’s dead wrong. The government doesn’t need money to spend money. The government creates money...

May is expected to be another volatile month on Wall Street. Investor focus will be on the Federal Reserve’s policy meeting, the monthly jobs report, inflation data, more earnings, and the U.S....