Rates, Recession, and Restraint

Rates, Recession, and Restraint

January 9, 2023 As we start 2023, everyone wants to know how high will interest rates go and if there will be a recession. Time will tell, of course. But a Federal Reserve official warned that the federal funds rate might have to hit 5-7% to get inflation under...
U.S. Markets Perhaps Taking Japanese Path

U.S. Markets Perhaps Taking Japanese Path

December 26, 2022 We might be in for quite a ride to nowhere with the stock market over the next several years. More specifically, I mean we might enter and remain in a sideways market. That’s when major stock indexes fluctuate up and down, but don’t create new highs...
Only the “Eye of the Storm”?

Only the “Eye of the Storm”?

December 19, 2022 According to one prominent prognosticator, your savings are at risk of succumbing to another huge crash. Yeah, sure. Who is saying this? It’s someone to take seriously. It’s someone who predicted the collapse of the housing industry and resulting...
Flashes of Positivity, Though Strong Headwinds Endure

Flashes of Positivity, Though Strong Headwinds Endure

December 12, 2022 The latest stock market rallies could be more fragile than you think. As I mentioned last week, a positive dose of inflation news sent markets soaring, even though year-over-year inflation remains at its highest levels since the 1980s. Despite these...
We’re Not Out of the Inflationary Woods Yet

We’re Not Out of the Inflationary Woods Yet

December 05, 2022 There’s been positive news on inflation. Unsurprisingly, many stock traders and opinionators acted as if the “good ol’ days” of constantly rising markets were back. Peak inflation must be behind us, right? Well, a positive inflation reading doesn’t...
Bear Markets Rally to the Bottom

Bear Markets Rally to the Bottom

November 28, 2022 September was bad for stocks. But an October rebound made everyone think all is well and it’s time to jump back in the market. That might be premature. While history isn’t guaranteed to repeat, there are certainly lessons to be learned from looking...