Why It's Hard for Me to Be Bullish Right Now
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.
Stock Market vs. Bond Market: Is One Right and the Other Wrong?
Let's take a look at what each market is telling us.
Kass: 10 Surprises That Could Cause Stocks to Drop 5%+ in One Market Session
I continue to be of the view that 2018 marked the beginning of the end of the 10-year Bull Market.
Why Investors Should Watch the Yield on the 5-Year Treasury Note
Despite what you think about today's markets and the Fed, interest rates have always mattered.
What the Fed Minutes Are Saying
The minutes certainly read like the Fed is more worried about the economy than just what the data suggests.
New York's Epic Amazon Failure; Buffett's 13-F; Traders Play It Safe Into Close
Why does it always make me feel uncomfortable when my plan diverges from Warren Buffett's?
Inflation and the Fed, and Europe May Be in a Recession Now
Price action and fundamental conditions show the limits on how high rates can rise.
Kass: These Are My Top 10 Fears Right Now
All signposts lead me to conclude that a stock market topping process is still very much in play.
The Data Tells Us a Major Slowdown Is Not Imminent
How do we invest for a probable slowdown but perhaps a mild one?
The Implications of Friday's Jobs Report
For those fearing a recession was developing, it doesn't seem to be the case.