5 Places to Find Deals as the Tech Sector Sees a Reckoning

The tech sector's tumble might have more in common with the events of 1987 than those of 2000/2001. If this proves the case, some buying opportunities are forming.

Making Sense of a Confusing November Jobs Report

Was this a good report or a bad one?

This Market Is Just a Puppet on a String

Stick with energy stocks, and realize that in the current no-yield world stocks are bonds.

The Big Moves in Oil and Stocks Are Not Just About Omicron

Rates, bonds and volatility had been showing distress for some time now. As usual, equities are the last ones to react.

4 Things to Like About the Tech Sector...And 4 Things to Be Worried About

In the wake of Monday's tech rout, here are a few things I like about the tech sector at this crazy moment in time, along with a few things that have me concerned.

The Fed's Future, Powell and Brainard, Yield Curves, Hypersonic Weapons Problem

Assigning the central bank responsibilities extending beyond the adjustment of monetary policy creates an unknown that I do not think we can assume outcomes for.

Everyone Is Watching Inflation, but I've Got My Eyes on M&A

Here's why I say, don't worry about the Fed, D.C. or inflation, and instead look at this big deal.

We've Got Some Hot TIPS on Fighting Inflation

Now that we are in an inflationary environment, there are many ways investors can protect themselves by getting ahead of, or even avoiding the effects of inflation.

Strange Data and Confusing Market Reactions

One thing needs to resolve itself now that higher-for-longer inflation is becoming the consensus.

Here Comes the Inflation Scare

This inflation is alive and real and there is nothing transitory about it.