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.
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.
This week will tax your brain. Your ability to focus on what really matters will be tested.
Normally DHI would be jubilant with the level of demand they are seeing. Not this time.
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.
With a recent pullback in these stocks I am looking for strategic re-entry points.
Here's my take on the scorching CPI report as the Fed sits on the hot seat on Capitol Hill.
If you are not in the market for a vehicle right now, inflation is right where the pros thought it would be.
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.
Here's my read on why we're seeing the hawkish shift.