Market Overview

What if I told you that future returns could approach zero? Such seems hard to believe, considering young investors piling back into the markets since the beginning of the year. As I discussed...

The April PPI report came in on the disinflationary side, and as a side note, unemployment claims jumped to the highest level since 2021. This has inflation-centric gold bugs scattering out of the...

Knowing what is priced in for Fed rate hikes or cuts is essential to understanding market movements.This video shows where to find changes in interest rate expectations and how to interpret the...

The US Federal Reserve raised rates by 0.25% last week, increasing its benchmark rate to between 5% and 5.25%: The highest since 2007.Although most investors expect that this latest hike will be the...

Today an investor can earn a 4%+ return with zero risk. For the last 15 years, such would be called a pipe dream. Today it’s reality. Consequently, investors face a risk-free rate not far...

Investors have been asking themselves when and if we will see a real credit crunch. I think that’s the wrong way to phrase the question. Data shows we are already in a credit crunch.The real...

All eyes are on the US inflation data ahead of its release tomorrow After a steady decline, the CPI is expected to increase slightly due to the base effect US indexes, currently trading near...

George Santayana once wisely noted that "those who do not remember the past are condemned to repeat it."Throughout market history, market historians had many instances from which lessons in hubris...

How does the minimum wage affect the Fed’s biggest fear? I touched on this subject previously as the Fed began its rate-hiking campaign. However, while the issue of the “millions of...

Well, the Fed is done raising interest rates. They aren’t quite done tightening yet, because the Federal Reserve is going to continue to shrink its balance sheet slowly. That’s...

The Federal Reserve raised interest rates for a 10th straight time on Wednesday, lifting its target by a 1/4-point to a 5.0%-to-5.25% range, the highest since 2007. But there are hints that the...

Most likely, this was the last Fed hike of this tightening cycle.Even before the press conference, the omission of the key sentence ‘’some additional policy firming may be...

To preface, I have no right to be right about the markets. All I have are indications that the herds either don’t know about or don’t care about (I know this by relative Twitter...

Taking risks is no longer necessary to make a return on your savings.Not long ago, “cash is trash” was a common theme as savings accounts yielded zero. Of course, such was the intent of...