Blog
Why Does It Not “Feel” Like a Recession?
Executive Summary The National Bureau of Economic Research (NBER) declared a recession officially began in February of this year. Since March, over [...]
Does the Stock Market Have Bad Breadth Again?
Executive Summary Some investors might not realize that the S&P 500 is a market capitalization weighted index. Although there are 500 companies [...]
How Should Investors Navigate Through the Upcoming Storm?
Executive Summary If earnings are the backbone of stock prices, the question today should be: when earnings tumble, should stock prices continue [...]
Is the Path Set?
Executive Summary The fiscal dilemma for the Federal Government did not begin with COVID-19. Although, the impact of the “solutions” for the [...]
How is Real Estate Holding Up?
Executive Summary In this market update, I take a look at the macro real estate market – recognizing that real estate is [...]
When is the Hole Too Deep?
Executive Summary Subsequent to the 2008 Financial Crisis, the Federal Reserve Bank dropped interest rates to near zero percent and created money [...]
Is the Devil in the Details?
Executive Summary Last Friday the stock market soared upon the release of a “stunning” May jobs report. The “gain” of roughly 2.5 [...]
Should Investors Embrace Their FOMO?
Executive Summary Presently, investors are rightfully confused by the diametrically opposed forces influencing markets. Many have asked: Why are the markets not [...]
Does Larry Kudlow Have it Wrong?
Executive Summary Prior to becoming the Director of the U.S. National Economic Council, Larry Kudlow hosted a financial program on CNBC where [...]