At about 1:32 PM EST on Tuesday, the widely-followed spread between 10-year and 2-year treasury yields (a.k.a. the yield curve) briefly fell to -0.002%, thus inverting (even if barely) for... read more →
While global financial markets are reeling from the latest geopolitical events in Eastern Europe, earnings season for Q4 2021 is quietly drawing to a close, with over 90% of companies... read more →
Fears of a major conflict between Russia and Ukraine/NATO intensified over the past week as White House officials urged all U.S. citizens to leave Ukraine as intelligence suggests ‘major military... read more →
The questions I am getting from clients now are focused almost entirely on three specific things: (1) the equity market is at an all-time high and coming off a big... read more →
From January 4th, the S&P 500 has fallen close to 10%. A monthly decline of this magnitude has occurred 15 times in the last 50 years; and of those 15... read more →
The blue line, green line, purple line, and red line below all say that midterm election years get more and more bumpy the closer we get to casting our collective... read more →
I have four predictions for 2022 – here goes: The Fed is going to raise interest rates. Maybe the most meaningless prediction in the history of prediction because the Fed has... read more →
