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Market Call: Bad Breadth Again
The stock market has a bad breadth problem again. For a while, it seemed to be attributable to the outperformance…
Crude Oil
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Bonds, Oil, Copper, Gold & The Dollar
On a regular basis, we like to check on the correlations among the fixed income, commodity, and foreign currency markets.…
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Powell Says No Stag, No Flation.
Fed Chair Jerome Powell wasn't dovish at his presser today. But he wasn't hawkish either. He…
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Tanks A Lot
The war premium in the crude oil market fell again today. Fears of a significant disruption to global oil production…
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The Spreading War In The Middle East
Ever since Hamas attacked Israel on October 7, 2023, we've warned that the latest war in the Middle…
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Market Call: $100 Oil, $3000 Gold?
Will the current decade turn out to be like the 1920s, 1970s, or 1990s? We are still assigning subjective probabilities…
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Loose Fed Lips Sink Stocks
We are in the same camp as Federal Reserve Bank of Minneapolis President Neel Kashkari. On March 6, he said,…
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More Bumps Ahead?
Fed Chair Jerome Powell has often said that the road toward lowering inflation down to the Fed's 2.…
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'There's Still No Rush'
So said Federal Reserve Governor Christopher Waller this evening at the Economic Club of New York in a speech titled…
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Stock Market Has Discounted Lots Of Good News
Nvidia was up a measly 1% today despite the exciting presentation, after Monday's close, by CEO Jensen Huang…
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What Will Powell Say?
Fed Chair Jerome Powell might disappoint the markets on Wednesday, when he conducts his press conference to discuss the decision…
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Short-Term Caution Signs
The S&P 500 and Nasdaq 100 rose to fresh record highs today. That's great. Not so…
