Banks stocks are still a 'full-on Monet.'
Also, play the companies that benefit from inflation, not Cathie's clowns, which are hurt by it.
It's not everyday that one hears the CEO of a major money center bank come out and tell you that the future just might not be all that bright.
The possibility of a recession in the quarters ahead cannot be dismissed.
I am more concerned, for markets, about quantitative tightening than rate hikes.
The hope is that we are hitting peak inflation, but the overall technical picture remains difficult.
Nearly everyone agrees that the CPI reading will stay strong for quite a while.
If this period plays out similarly to some four decades ago, investors can expect PE multiples to contract significantly for the overall market.
The indexes manage to register a mixed day on Thursday as St. Louis Fed President James Bullard speaks on the fed funds rate.
The prospect of a potential recession this year means investors must be more vigilant than ever in selecting stocks for their portfolio.