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Lots of Moving Parts
The stock market started to rotate out of LargeCaps and into SMidCaps after June's CPI was released on…
Eric Wallerstein
Eric joined YRI in 2024 after reporting on bonds at The Wall Street Journal and working as an analyst at the NY Fed. He studied economics, finance, and politics at Bucknell University.
74 posts
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Valuation-Led Selloff Led by Magnificent-7
Today's stock market rout was led by the Magnificent-7. The Roundhill Magnificent Seven ETF (MAGS) was down 6.…
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Dr Ed's Video Webcast 7/24/24
Characterizing the investing backdrop at this juncture are big unknowns about the near-term future, such as which administration will be…
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Dow Theory Is So Yesterday
The DJIA is down 2.1% from its record high of 41,198 reached last Wednesday (chart). The DJTA was…
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An Earnings-Driven Bull Market
Yesterday, we suggested that the stock market selloff since the July 16 record high in the S&P 500…
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Market Call: Ups & Downs of the Stock Market Cycle
The S&P 500 is down 2.9% from its record high of 5667.20 on Tuesday, July 16.…
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The Economic Week Ahead: July 22-26
The week ahead is jampacked with key economic indicators, including the first read on Q2's real GDP and…
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DEEP DIVE: Immaculate Disinflation
During the spring of 2022, Debbie and I predicted that inflation was peaking: “In our scenario, the PCED headline inflation…
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Stock Market Rotates To Interest-Rate Sensitive Sectors
The bull market in stocks has been quite volatile in recent days as it rotates and broadens. The triggering event…
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Is The Bull Market Broadening Or Rotating?
Many investors are wondering if the recent outperformance of the S&P 400 and the S&P 600…
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Dr Ed's Video Webcast 7/17/24
In congressional testimony last week, Fed Chair Powell sounded more dovish than he has this tightening cycle. That clinched financial…
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Fed Pivot, Trump 2.0, SCOTUS Chevron Ruling & Earnings Broaden Stock Market Meltup
We've been predicting a broadening stock market meltup in the event that the Fed starts cutting the federal…
