There is no inflation for the Fed to fight with higher rates, and the notion that low interest rates create asset bubbles is overrated.
Here's why I shorted a few on JPM and my take on the eye-popping earnings.
There are multiple reasons to be wary of the market at these levels, and to be concerned about potential of rising inflation.
Even as rates are extraordinarily low, even as employment is strong, there's an innate caution developed from the Great Recession.
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.
The Committee members seem to be cautiously optimistic, and this fits well with their decision to keep rates on hold.
Expect the new to be old, and the bad to be good -- and Apple and Tesla to be real snoozers -- this year.
2020 will likely present a host of different and (likely) more formidable challenges for investors and traders than were confronted in 2019.
From bonds to energy to emerging markets, an examination of what might be hot and what might not.
Perhaps so, as other factors such as lower interest rates and resolution of the Brexit issue serve as positive market forces.