Higher interest rates and tighter financial conditions are clearly now impacting demand. It took 3-4 months to take effect, but... read more →
While the excessive money printing and fiscal stimulus of 2021 is the primary cause of above trend/pronounced inflation, it’s the... read more →
Succession planning is an important piece of practice management for independent advisors, and it is an issue many advisors are... read more →
When we quote investor “sentiment”, there’s three big data points we look at: the put/call ratio, the bull/bear ratio, and... read more →
The normally reliable US bond market is sending conflicting signals at the moment, adding to the confusion about whether the... read more →
Number #1 question being asked now sounds like this: “Why should I invest now?” The Fed is raising rates, recession... read more →
Energy outperformance has cooled recently, which was to be expected after an historic run of outperformance from January to June.... read more →
Tougher/tighter financial conditions and an aggressive Fed still playing from behind with regards to rates and inflation are purposefully destroying... read more →
The S&P 500 index is roughly halfway through reporting season for 2Q results, with 282 companies out of 500 having... read more →
We have been talking about tighter financials conditions (higher rates, higher yields, tougher lending, etc.) and the theme of demand... read more →