Interest Rates
Interpreting Jerome Powell 101: What Did He Mean?
If the latest FOMC meeting left you scratching your head, then you're not alone. Let's try to pick apart what's really going on.
Is the Fed Getting Trapped in a Catch-22?
The Fed hopes its efforts will lead to sustainable GDP growth, but if inflation starts to run away too quickly, then Powell and company's hands could be tied.
The Week Ahead, Earnings, Macro, Virus, Monetary and Fiscal Policy, Trading Roku
This week will tax your brain. Your ability to focus on what really matters will be tested.
Jim Cramer: Prosperity vs. Recession, and the D.R. Horton Journey
Normally DHI would be jubilant with the level of demand they are seeing. Not this time.
Bad Omens and Chasing Ghosts on the Yield Curve's Slip: Here's My Take
The market's 'narrative' around falling yields isn't internally consistent, suggesting we have several competing narratives playing out at once. Here's what they are and how to position.
Looking to Get Back in on the Housing Sector, Here's My Plan
With a recent pullback in these stocks I am looking for strategic re-entry points.
Prices Are on Fire and Powell Is Getting Grilled, but I'm Keeping Cool
Here's my take on the scorching CPI report as the Fed sits on the hot seat on Capitol Hill.
Powell on the Hill, Inflation and Treasuries, Budget Deficit, Apple, Trading WW
If you are not in the market for a vehicle right now, inflation is right where the pros thought it would be.
Jim Cramer: The Hypocrisy of 'Buy and Scold' Has to Stop
How these money managers get away with this duplicity is incredible. They skate by criticism as if having your cake and eating it too is second nature.
As Fed's Feathers Darken, Powell Drops Clues in June Minutes
Here's my read on why we're seeing the hawkish shift.