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.
Strange Data and Confusing Market Reactions
One thing needs to resolve itself now that higher-for-longer inflation is becoming the consensus.
Market Kindling, Misery Index, Inflation Fright, Bond Spreads, 'Dirtiest' Crypto
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.
This Market Is More Selective Than the Indices Imply
It's one reason for maintaining a neutral near-term outlook for equities.