Plus, in a tough market the semiconductor sector takes a particularly hard whack to the head.
Plus, a look at rising mortgage rates and why SoFi Technologies is a stock for which I continue to hold out hope.
Every year you see investment publications pushing fixed-income products. Here's the risk with those.
I am extremely nervous about any asset that has benefited from TINA or FOMO.
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.
Was this a good report or a bad one?
There are other reasons that contributed to Friday's selloff that still need to be resolved.
One thing needs to resolve itself now that higher-for-longer inflation is becoming the consensus.
There was a time when we would see a headline cross, then watch for the tape to move. Now, we see the tape move and then look for the headline.
It's one reason for maintaining a neutral near-term outlook for equities.