Published May 1, 2020
If I had told you 12 months ago that:
Would you have believed me? (more…)
Published March 27, 2020
This week, as we hunker down and ‘shelter-in-place’, we offer an assortment of bear market observations. First, we will start with noted market observer Josh Brown’s views on whether the stock market has seen its worst days yet. That is followed by Dan Sullivan’s more historical view on bear markets. We remind readers that Wall Street is in New York City, which has been on the front lines of the virus in the USA over the past few days and weeks. It’s no surprise, then, that the investment community in NYC will feel more besieged by the virus news than some other parts of the country. Keep that context in mind as you read. (more…)
Published January 18, 2019
We find the folks at Schwab, led by Liz Ann Sonders, to provide a good overview of the intersection of markets and the economy. Below is their most recent analysis – a bit lengthy. But we think it’s worthwhile. Enjoy! (more…)
Published August 3, 2018
Much is discussed about the potential for an inverted yield curve, a situation where short-term interest rates are higher than longer-term rates. The inverted yield curve has a good recent track record for predicting recessions as Chart 1 below shows. (more…)