Kass: 5 Big Surprises That Could Impact Markets in 2020
Surprises in the political arena and in corporate profitability are my most important deviations from the consensus.
Market Melt-Up Appears the Mantra for Now
There are multiple reasons to be wary of the market at these levels, and to be concerned about potential of rising inflation.
This Won't Be the Fed That Slays the Bull Market
Clinging to outmoded ideas of what is 'normal' and even what is 'low' will prevent you from seeing just how hands-off this Fed really is.
What We Learned From the December FOMC Minutes
The Committee members seem to be cautiously optimistic, and this fits well with their decision to keep rates on hold.
Don't Trash Junk Bonds: There's a Logic Behind Winning Their High Yields
Investing in these bonds requires a counter-intuitive approach, and reframing how you look at risk.
'Uncertainties' Out of Way, but Fed Hike Still Unlikely
The Federal Reserve left rates alone, but don't miss these subtle signals coming from Wednesday's statement.
A December to Remember: A Look at Fed Action from Last Year
Let's look back to a year ago this month, when most investors saw volatility and a lack of liquidity; and then turn to now, as the tariff deadline looms and the VIX vs. VIX futures gap widens.
Fed Minutes Offer Clues on Possibility of Dec. Rate Cut
It appears that an overwhelming amount of bad news would be needed for the Fed to cut in December, but 2020 is a different story.
Trade Is Reaching an Inflection Point
I see two ways the trade talks can play out from here, and how the effects of each will ripple out into the global economy.
Kass: The Market's L-I-B-I-D-O Is in Overdrive
But is this market's insatiable drive to be trusted?