As money market account balances soar, the mainstream media again proclaims, “There is $6 trillion of cash on the sidelines just waiting to come into the market.”No? Well, here it is...
As the stock market hit all-time highs this past week, there remains an interesting disconnect from the more dour economic concerns of the average American. A recent survey by Axios, a left-leaning...
Economic growth continues to defy expectations of a slowdown and recession due to continued increases in deficit spending.The U.S. Treasury recently reported the December budget deficit, which shows...
As we get ready to review the Q4 earnings report, stocks have rallied sharply over the last two months. As we have discussed previously, it will be unsurprising that we will see a high percentage of...
In the most recent BLS employment report, the percentage of full-time jobs relative to the population dropped sharply.The robust headline number of 216,000 led most media commentators to suggest a...
During the last week of December, I polled my Twitter followers for their outlook on the markets and the economy for 2024. The results were quite interesting, but before we look forward, we must look...
A stunning post from VisualCapitalist showed a poll of 8550 investors and 2700 advisors and the gap between the two of future portfolio return expectations. The poll was global; however, I will focus...
With 2023 behind us, what does a stellar “Santa Claus” rally tell us about what to expect? What about this year being a Presidential election year?These questions make it an excellent time...
A recent warning by YahooFinance warns investors to sell their cash and buy bonds and stocks now as the Fed pauses. To wit:
“Get out of cash now. Take advantage of some of these incredible...
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...