Why I believe it's time to take profits and reduce risk.
We are getting wholesale differences in the interpretation of the future trajectory of domestic economic growth.
Wednesday's FOMC minutes convince me that the central bank is becoming less strict about preventing inflation.
What I would rather invest in to get similar yields.
Technical indicators hinted on March 21 that they'd jump.
Although the short squeeze wasn't as quick and swift as we thought it might be, it didn't disappoint in the end.
Markets where the Russell 2000 outperforms are healthier than those where it doesn't.
Taken together they create a worrisome picture, one that can explain why it wasn't just the banks that fell on the inversion news.
Fear-mongering over risk of BBB credits was immensely exaggerated and hurt many people's returns.
Economic signs point to slower growth, not a recession, in 2019.