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DEEP DIVE: Charging Bull
Strategy I: Hoof Marks.
Even the bulls are getting trampled by the bull market in stocks. Many investment strategists are…
Deep Dive
114 posts
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DEEP DIVE: Winning Streaks Usually Don't Last Forever
TAMED I: Technical Analysis Of Macro Economic Data.
Over the past two years, the hard landers had innumerable theories and…
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DEEP DIVE: Inflation - Why the Long Face?
Among the hottest topics at dinner tables and at corporate boardrooms tables across the country—not to mention election campaign…
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DEEP DIVE: Expecting Record S&P 500 Earnings Ahead
Joe reports that the S&P 500 Q1 earnings reporting season is now 98% complete, with 490 companies having…
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DEEP DIVE: US Economy Is Less Interest Rate Sensitive
US Economy I. Banks Versus Nonbanks.
The resilience of the US economy has been impressive over the past two years…
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DEEP DIVE: Dow 40,000 And Counting
The Baby Boomers have been heavily influenced by a couple of Spocks—Dr. Benjamin Spock and Spock of Star Trek,…
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DEEP DIVE: Consumers Running Out of Excess Saving. Will They Drop Or Continue To Shop?
Bears have been growling since mid-2022 that the US consumer will soon be “tapped out” of the excess savings accumulated…
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DEEP DIVE: The Causes of Recessions & Bear Markets, a Recap
There are three ways that recessions typically are triggered: 1) a monetary-tightening-induced financial crisis turns into a credit crunch; 2)…
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DEEP DIVE: AI Chips & The Others
A handful of semiconductors companies reported earnings and made it clear that the rabid demand for chips used to run…
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DEEP DIVE: Inflation: The Good, The Bad & The Ugly
Inflation I: The Good
Obviously, the outlook for inflation matters greatly to determining Fed policymaking and the course of the…
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DEEP DIVE: The Amazing Flying Machine
GDP I: Still Flying. Not Landing.
It’s official: There was no recession in 2022 or 2023. There was no…
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DEEP DIVE: The Fed Put Is Back
Monetary Policy I: Post-Modern Monetary Theory
Melissa and I received quite a few favorable reader comments on last Monday’s…
