The inflation narrative is wrong. And, it’s a bad thing to invest on now. It was good a year ago, but not now. Here’s the next narrative that will push stocks up and which stocks.
The popular narrative that the Fed caused inflation is flat out wrong. Oil and supply chains are responsible for virtually all of the current inflation. Here’s what can happen if the Fed overtightens and how to invest either way.
We cover valuation and extreme movements by indexes. How, why and how long can it go on? How deep can a correction go? Any paid membership.
Summary Coronavirus vaccines have given the markets hope and propulsion in recent months and now we have our first major […]
The economy is in a borderline depression, but the money printer goes brrr, so Robinhood buys everything in sight. Maybe it’s different this time, and speculation completely unsupported by the facts or valuations, will turn out just fine.
Today we game out the potential scenarios for the stock market in the short, intermediate and long-term. While the rally might continue a bit longer, there is a certainty of at least a retracing of the rally for a small correction. There are also worse outcomes if the economy does not have the “V” shape recovery that many are hoping for. This is piece is open to members and those with a “Free Library Card.”
The Fed’s unprecedented corporate bond buying is yielding intermediate term opportunities. These ETFs and mutual funds are poised to capitalize on the Federal Reserve largess. We highlight several mutual funds available in 401k plans. View this important asset allocation piece with a Free Library Card.
Coronavirus is raging and it will be years before it’s completely under control. But, governments are soaking the economy with money. How will it play out? Likely in unexpected ways. Learn some of the likely scenarios here.
We update our trading and investing thoughts with the #coronacrash happening now. We also listen to a Fed President affirm our bullish gold thesis. And, we take a sneak peak at Super Tuesday and what a Bernie win could mean short and long-term. Sign-up for a Free Library Card to see this content.
The repo market is in disarray and Fed bailing is now approaching a half trillion dollars. Is this QE or a bailout? I suspect it’s a stealth hedge fund bailout. A big one.
Amidst all the unappointed trade worry warriors, de facto Lords of debt bombs and bongo bubble blowers preaching narratives to us about why, how and when the world is going to end again, I have but one Presidential thing to say to them…..Bull$µ!#.
The market got choppy on the “trade war” worries. That is opening up some trading opportunities for about the next […]