Blog
Has the Bear Market Ended?
Executive Summary After losing around 34% throughout 2022, the Nasdaq 100 index has bounced nearly 30% off the lows. Most of this [...]
How is the Consumer Faring?
Executive Summary After over a decade of zero-interest rate policy, a pandemic, and massive government stimulus, inflation finally arrived with a vengeance [...]
Has the U.S. Entered a Vicious Circle?
Executive Summary Last week’s Federal Funds Rate increase of .25% brings the rate over 5%, all part of the Federal Reserve’s fight [...]
Is the Stock Market Strong?
Executive Summary While the S&P 500 has recovered some of its 2022 losses, do not be fooled into thinking all is well. [...]
Can Inflation Erode One’s Savings?
Executive Summary When inflation is running below 2% annually, it does not get much attention. However, last year when it hit 9%, [...]
Are Investors Falling Prey to “Short-termism”?
Executive Summary Due to technological advances, stock market data and trading are both more available and much faster. This leads investors to [...]
Is the Optimism Warranted?
Executive Summary Recently stock markets have appeared optimistic, even though financial data does not agree. In the first graph below, one can [...]
Featuring Wolf Richter: Services Inflation Rages at Worst Rate since 1984, Keeps “Core PCE” in High Range. Energy & Goods Cool
Executive Summary This week I wanted to share a guest article from Wolf Richter. This article reflects on trends that we typically [...]
What Could Be the Next Shoe to Drop?
Executive Summary During the COVID pandemic, many companies implemented work-from-home strategies, resulting in the realization of needing less office space. The impact [...]