Why does it always make me feel uncomfortable when my plan diverges from Warren Buffett's?
Price action and fundamental conditions show the limits on how high rates can rise.
All signposts lead me to conclude that a stock market topping process is still very much in play.
How do we invest for a probable slowdown but perhaps a mild one?
For those fearing a recession was developing, it doesn't seem to be the case.
The Fed is bending over backward to be dovish.
There is strong precedent for aggressive rate cuts once the Fed gets started.
China's central bank announced a bill swap mechanism late Thursday aimed at slowing down the nation's economic slowdown.
Global economic weakness just adds to the pressure, here is what the Chinese should do.
Financial advisors are usually referring to buying stocks and ETFs that have relatively high covariances in performance with the S&P 500.
If the Fed pauses in March, that decision came after the December meeting.
For the first time in years we don't have to sacrifice quality to maintain income.
A huge beat on the headline job gains plus a clear acceleration of wage growth puts the Fed in a very tough spot.
This is some amazing moment...I say let it rain.
This year, we need a new way of thinking about how Fed policy will evolve.
Take upbeat outlooks for equities with a grain of salt, and try these sectors to stay safe.
The Federal Reserve definitely is more confident in its forecasts than it should be based on its track record over the last decade.
Thursday's stock market rout is just another reminder that flat yield curves and equity investing do not mix.
Fed Chair Jerome Powell appears intent to reverse a near decade's worth of policy in just a couple of years.
The evidence that inflation Is slowing Is mostly circumstantial.
Interest rates tell us a story.
The most worrisome thing during a horrendous week was the news flow really didn't justify such poor action.
November's jobs report puts stocks in a tough spot: either the Fed is going to keep hiking or we are going to get a recession.
The longer prices remain at these levels, the greater the impact upon the 50-day average. Here is what we need to see to reverse it.
If you wanted to do more to make things right with this economy than whatever the Fed is about to do, then we need more people in the workforce.
Not only are European and Asian equity markets trading in the hole, but so are domestic equity index futures.
The narrowing of spreads on Treasury notes remains a matter of concern, as we also look at Coupa Software.
Treasury bears have been bold and vocal, but sentiment should change to catch up with stocks and commodities.
There is a great trading lesson in Wednesday's market move.
This month has been lousy, but there are factors that could still produce a year-end rally.