A small dividend hike is helping to give PepsiCo shares a boost after its mixed earnings report.
Price action and fundamental conditions show the limits on how high rates can rise.
I think that we have to revert to fundamental tenets that can get us through this.
A shift in the way the central bank manages its balance sheet is dangerous.
This alleged boom has been fueled by tax cuts, not the Fed.
The big question for us to consider now is whether this reversal action is going to lead to another big trend.
Also restraining the ursine crowd is the new-found dovishness of the Fed when it comes to rate hikes.
How do we invest for a probable slowdown but perhaps a mild one?
The selloff in Alphabet presents opportunity, and I think this cash machine is ripe for a small long position.
They are still so much lower than they were before Jay Powell went wayward.