Published December 29, 2023
Good day TimingCubers ! This last post of 2023 will highlight the conundrum investors typically face; the push-and-pull of competing narratives and outlooks. Will the market go up or down? As trend-followers, we believe there is something to markets having momentum. They will continue in their existing direction until something major changes to force the very emotional investing public to reverse course. (more…)
Published October 20, 2023
This recent article from Schwab examines the impact of debts, government and corporate, may be having on the market.
“One of our expectations highlighted in our 2023 outlook report, published in late 2022, was that the subject of the U.S. budget deficit and federal debt would increasingly become a part of the “conversation.” That has certainly been the case—heightened recently, courtesy of the runup in longer-term Treasury yields. In today’s report, we’ll focus on the government and corporate sectors, with a focus on consumers to come in later reports. (more…)