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.

It's Ugly Out There

This combination of weak bonds, pressure on growth stocks, and a frothy IPO is causing the corrective action to gain traction.

Befuddled by Bonds

Let's simplify as much as possible what is occurring in the bond market, and what it means for investors.

Why This Fed Meeting Is So Different and What May Happen Wednesday

There is a lot that will be determined at this pivotal meeting. Here's my base case.

Money Is Moving, Midcap Opportunity? Fed Meeting, Coal, Earnings Chatter, Rivian

How far behind the large-cap indexes the S&P 400 and S&P 600 really are is astounding.

Concurrent Crises Aren't Enough to Dampen Interest in Equities

Experts advise keeping a cool head despite issues in energy, inflation, and international relations.

The Fed Has Never Faced a Scenario Like This

How will the central bank deal with decelerating, but still high inflation, especially if it coincides with decelerating, but still solid economic growth?