Market Overview Analysis & Opinion

US economic activity is still on track to slow after strong growth in the third quarter, but recession risk remains low, based on a set of nowcasts compiled by CapitalSpectator.com.Next month’s...

Should Mortgage Rates be falling faster? Bond Yields which drive Mortgage Rates have fallen drastically: nearly 20% down from the multi-decade high 2 months ago but rates have not fallen nearly as...

US equity futures are indicating a higher open as of 04:45 ET. This follows mostly firmer levels in Asia, while European equity markets are higher. Markets continued on Wall Street’s lead...

What is the “wealth effect,” and why is it important? It is a great question and reminded me of “A Funny Thing Happened on the Way to the Colosseum.“ The hysterical play by...

The seasonal party continues but, the danger is aheadThe strategy of how to navigate what is ahead has been generally covered in NFTRH and with post-FOMC clarity, it is being fine-tuned...

On Tuesday I joined Charles Payne on Fox Business to discuss 3 turnaround stocks we own and why we own them. Thanks to Charles, Kayla Arestivo and Nick Palazzo for having me on: Monday I joined...

A month ago the trend in global markets remained bullish despite the fallout from a correction that started mid-summer, based on several sets of ETF pairs. Following yesterday’s upbeat...

Today, I talk to Dalia from Streetwise Mortgages about whether to go with Fixed or Variable after the latest Bank of Canada mortgage rate policy changes. And could there be rate cuts in the near...

In a stunning turn around Jerome Powell the Chairman of the US Federal Reserve suggested Rate Hikes are FINISHED & cuts would come in 2024, Bank of Canada Governor Tiff Macklem closed his office...

US equity futures are indicating a higher open as of 05:00 ET. This follows mostly firmer levels in Asia, while European equity markets are higher. The Fed decision and comments from Fed Chair Powell...

Instead of holding their cards back, the Fed decided to go all in today and show their hand. I don’t play poker anymore, but the only time I would go all in in Texas Hold’em was when I...

This months US inflation came in at 3.1%. Last month was 3.2%. Peak inflation was 9.1%. The lowest reading we got this year was 3.0% in July.Here’s the changes year over year ransportation:...

As we roll into the last part of 2023, things seem to be quieter compared to the earlier months. Interest rates are holding steady, inflation has dropped a bit, and home prices in Ontario are on a...

In this video, I share why geographic diversification is important. It helps reduce portfolio risk by avoiding excessive concentration in any one market. Plus given the uncertainty with knowing...