S&P 500: Is the Rally Over?
Michael Wilson predicts a 26% fall in the S&P 500 this year, causing concern in the market. Fed's preferred inflation indicator shows higher inflation, and the market expects...
Michael Wilson predicts a 26% fall in the S&P 500 this year, causing concern in the market. Fed's preferred inflation indicator shows higher inflation, and the market expects...
Most macro commentary focuses on the US. But over the last few months, the real golden kid has been Europe. Recently, the euro has appreciated 10%+ against the US Dollar, macro...
The case for raising equity allocations when interest rates were close to zero was easy. After a year of interest rate hikes by the Federal Reserve, the calculus is more...
It was a bit of a sketchy day for markets yesterday, but they were able to recover by the close of business. I would have preferred indexes to have honored my earlier drawn 'bull...
What's not to love about the long-lived, ubiquitous S&P 500 index? Since its inception in 1957, the S&P 500 has delivered an annualized return of 10.15% with all dividends...
There is a time to be long, a time to be short, and a time to go fishing. As inflation skyrocketed and the Fed turned hawkish, bonds were kryptonite for investors for most of 2022:...
Tuesday was a bad day in the end for markets as it appears traders spent the Presidents' weekend stewing in their juices. The NASDAQ Composite broke below 'bull flag' support, but...
Recently I was shocked after speaking with five different investors on the phone. These investors have been involved in the markets for many years, and they trade their accounts....
Markets took another loss on Friday, but there was no change in the larger picture. The key breakouts remain intact, and we are still waiting for the Dow Jones Industrial Average...
PCE inflation data, Fed FOMC minutes, retailer earnings in focus. Walmart stock is a buy amid strong results, upbeat guidance. Moderna shares set to underperform on big profit...