In a declining market, yield will be your friend.
The 20,000 payroll gain is very suspect. I'm watching, but I want to see confirming evidence.
Economic signs point to slower growth, not a recession, in 2019.
I can't say I'm bearish, but there are a number of changes that have taken place in the last week or so that give me pause.
Let's take a look at what each market is telling us.
I continue to be of the view that 2018 marked the beginning of the end of the 10-year Bull Market.
Despite what you think about today's markets and the Fed, interest rates have always mattered.
The minutes certainly read like the Fed is more worried about the economy than just what the data suggests.
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.