Author Archive
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Apr 18, 2024The IMF acknowledges what stocks have already priced in—and signifies low expectations from here. -
Apr 17, 2024Volatility is part and parcel of bull markets. -
Apr 16, 2024Actual leading inflation indicators help put March’s uptick—and rate cut chatter—in context. -
Apr 12, 2024Investors are still fighting the last war. -
Apr 9, 2024Manufacturing recovers while consumer spending chugs along. -
Apr 8, 2024It is a myth that the Fed charts the global monetary course. -
Apr 1, 2024On the latest economic news from the Commonwealth. -
Apr 1, 2024China’s new growth plan is getting some attention. -
Mar 29, 2024While the human toll is great, the supply chain is adaptable. -
Mar 27, 2024Shutdown deal aside, expect lots of bickering and little action in Congress. -
Mar 21, 2024The cash pile will likely stay sidelined, and that is ok for stocks. -
Mar 19, 2024Markets pre-priced the corporate default wave. -
Mar 18, 2024One month doesn’t make a trend. -
Mar 14, 2024Stocks already showed they don’t need rate cuts. -
Mar 13, 2024Twelve months after Silicon Valley Bank’s failure, some lessons and insights. -
Mar 12, 2024Stocks have long since moved on. -
Mar 7, 2024Brace yourself for another “fiscal cliff” brouhaha. -
Mar 4, 2024Markets seem to be quietly proving “quantitative tightening” isn’t bearish.
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Mar 2, 2024Chasing yield alone risks making big personal finance mistakes.
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Mar 1, 2024Headlines dwell on Europe’s structural issues, but its stocks are a stealthy surprise. -
Feb 28, 2024The ECB’s much-feared loss is banal, not bearish. -
Feb 23, 2024Two years on, the global economy has proven resilient. -
Feb 21, 2024Valuations aren’t all they are cracked up to be. -
Feb 19, 2024Labels aside, weakness isn’t new—or surprising to stocks—in either country.
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Feb 15, 2024Will a CPI wiggle really mean much to earnings 3 – 30 months out? -
Feb 12, 2024Milestones are fun but meaningless. -
Feb 9, 2024Stocks aren’t overlooking regional banking developments. -
Feb 8, 2024Calculated properly, credit card delinquencies didn’t spike. -
Feb 7, 2024Beware reading into Fedspeak. -
Feb 5, 2024Sentiment is warmer but still has room to run. -
Feb 2, 2024Pockets of strength outnumbered weak patches. -
Jan 31, 2024Is the alphabet soup of emergency lending programs a thing of the past? -
Jan 30, 2024The gap between expectations and reality remains wide. -
Jan 29, 2024The near-term impact looks minimal. -
Jan 26, 2024Bitcoin is still speculative. -
Jan 25, 2024People are second-guessing markets’ resilience.
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Jan 24, 2024Stocks don’t sound all-clear signals—and other timeless wisdom.
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Jan 22, 2024The wall of worry had plenty of bricks as 2023 ended. -
Jan 19, 2024What last year’s jobs numbers mean for investors. -
Jan 16, 2024Don’t buy the narrative that Fed rate cut hopes are the only thing propping stocks up.
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Jan 15, 2024Economic data—like markets—don’t move in straight lines.
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Jan 12, 2024Stocks can—and likely will—march higher after a big 2023. -
Jan 10, 2024Up or down, short-term swings are meaningless.
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Jan 10, 2024Hedge fund-like strategies haven’t much helped retail investors, according to some new research. -
Jan 8, 2024The January Effect is still a myth. -
Jan 4, 2024A non-existent CEO, celebrity endorsements and impossible returns.
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Jan 3, 2024Bonds are clawing back last year’s declines.
