S&P 500 Performance Derby: Two Good Days
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Today and Monday were two good days for the bulls. The question is whether the 5.7% jump in the S&P 500 is just a mini relief rally in…
The Stock Market's Latest Bungee Jump
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The S&P 500 fell 2.9% last week. Today, it rallied 2.6% to 3678.43, back above the June 16 low of 3666. Why did it do so…
Dr Ed's Video Webcast 10/3/22
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The latest economic indicators suggest that the economy is doing better than expected—supported by consumer spending but dragged down by the housing recession—but also that inflation remains too…
Is Something About To Break?
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The 2-year/10-year Treasury yield curve has been inverted in recent weeks. The yield curve has a history of inverting during Fed monetary tightening cycles when investors start to believe…
The Economic Week Ahead: October 3-7
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Good news in the labor market is now bad news for the bond and stock markets because it gives the Fed more leeway to tighten monetary policy to fight inflation.…
Opera & The Fed
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They say that "the opera ain't over 'til the fat lady sings." Similarly, the current bear market ain't over until Fed Chair Jerome Powell pivots yet again. Since the late…
Apple & FedEx Spook the Market
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Halloween is a month away. The Q3 earnings season starts early next month. But analysts and investors are already getting spooked by a rotten Apple forecast and frightening guidance from…
Market Call: Back Above 3666, BBR Under 1.00
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On Tuesday, the S&P 500 fell below the June 16 low of 3666 to 3647. Today, it bounced back above that devilish number to 3719. The good news was…
Oh No: The Fed Is Making Another Big Mistake!
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2 min read
Are Fed officials making another big mistake? They were behind the inflation curve during 2020 and the first half of 2021 because they prioritized lowering the unemployment rate relative to…
The Bond Vigilantes: They're Baaaack!
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The Bond Vigilantes are back. They were last active during the 1980s and early 1990s. They've been mostly lying low since then. That's partly because inflation remained remarkably subdued from…
Dr Ed's Video Webcast 9/26/22
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We’re in a period of global gloom, with pessimism blanketing different countries for different reasons. In the US, measures of consumer, investor, and business sentiment all have sunk recently,…
