Headline Risk Weighs on the Indexes Even as Stock Picking Continues To Improve
Many small-caps, growth names and biotechnology stocks have found good support and are developing tentative uptrends.
Unpopular Opinion: Treasuries Are a Good Buy, So Play the Upside
This might be surprising to hear, but the complex tends to move higher as the Fed is raising rates.
The Rate-Hike Narrative Hasn't Changed, It Has Shifted
When the Fed is tightening, they are like a car trying to back into a parking spot without a rear-view mirror. They only know to stop when they hit the curb.
Be on the Lookout, Less-Than-Average Averages, OK Treasuries, Poor Peloton
Plus, in a tough market the semiconductor sector takes a particularly hard whack to the head.
Jobs Report, Fed Psychology, Bullard's Grenade, Notes of Note, Fresh Fresca
Plus, a look at rising mortgage rates and why SoFi Technologies is a stock for which I continue to hold out hope.
The Fix Is Not In: Why You Should Avoid These Investments
Every year you see investment publications pushing fixed-income products. Here's the risk with those.
The Case for FOMO Is Fading -- Rapidly
I am extremely nervous about any asset that has benefited from TINA or FOMO.
The Fed Takes a Big Leap as the Training Wheels Are Coming Off
The central bank dropped a hawkish bomb in the press release that I don't think many were expecting. Here are my thoughts on what was said and what comes next.
Making Sense of a Confusing November Jobs Report
Was this a good report or a bad one?
There's a Lot More Than Omicron Impacting This Market Now
There are other reasons that contributed to Friday's selloff that still need to be resolved.