Market Overview

January Back To Positive Last week, we noted that while closely watching how the full month of January will turn out, we did generate a positive return during the first five trading days. “As of...

This week will be crucial for markets as Trump is set to announce (or disappointingly not announce) tariffs. In this piece, I will highlight the rationale behind my base case scenario and its impact...

“Non-Mega Cap stocks could reasonably outperform Mega Cap stocks by about 7 percentage points annually over the next decade,” writes Bill Hester. History, it seems, may validate thesis. As for a...

In last week’s discussion with Thoughtful Money, I noted that we are becoming more “tactically bearish” as we progress into 2025. While we have remained primarily bullish in equity positioning over...

If you draw enough lines on a stock chart, one of them is bound to predict the future accurately! Given that technical analysis is perfect in hindsight and flawed in foresight, many investors mock it...

From March 2022 through August 2024, there was widespread concern that the tightening of monetary policy by the Fed over that period would cause a recession. It was the most widely anticipated...

It is important – and I say it every year – to remember that when we are looking at economic data from December (and in many data series such as Employment, January as well) there are massive error...

Last year’s final quarter featured a record increase in the number of ETF splits. Reverse splits dominated, along with a high volume of leveraged and inverse funds splitting. Schwab and...

Entering a trade at the right moment can make all the difference between a successful trade and a missed opportunity. While different strategies suit different trading styles, here are five popular...

The US economy is still expected to post a slower growth rate in the upcoming fourth-quarter GDP report. But in a sign of confidence that a respectable expansion persists, the projected rate of...

We saw rates increasing yesterday, with the 10-year rate rising 2.5 basis points to 4.79% and the 30-year rate increasing two basis points to 4.97%. The 30-year minus 3-month spread has increased by...

The US economy added more jobs than expected in December, providing a fresh dose of optimism that the labor market will remain strong for the near term. There’s lots of uncertainty ahead as Trump 2.0...

“Speculation has run amok on Nasdaq,” writes Helene Meisler. “And it’s not as though the speculation stops at the stocks themselves. It veers right into options land as well.” Of course, options...

This week, the PPI, CPI, and Retail Sales data will be significant. This follows a strong December job report. The household survey was also robust, showing that nearly 478,000 people found jobs...