Inflation has come down a great deal from its peak, but what if — in a total plot twist from the Fed's plan — disinflation is what turns out to be transitory?
Certainly, there are important dynamics...
A few years ago, I was studying the relationship between the major stock market indexes and their volatility indexes, and I came across and an intriguing phenomenon. The vast majority of the time,...
Despite the stock market rally so far in 2023, the S&P 500 Index has not come close to regaining its all-time high put in early last year.
What has soared to new highs, however, is the stock/bond...
There has been a lot of talk in recent months about the narrowness of the rally in stocks so far this year. It’s no secret that the majority of the gains for the index have come from just a handful of...
Last week, the Treasury Department revealed that the federal deficit hit $1.1 trillion in the first half of the fiscal year ending in March, $432 billion larger than the same period a year earlier....
Back in early 2018, I highlighted a quartet of stocks that had seen a surge in their prices that was far more significant than could be justified by their underlying business trends. That group was...
A few months ago, I wrote a post about using the Coppock Curve as a market timing tool. Well, the Coppock Curve for the S&P 500 Index did turn higher in March (even if you need a magnifying glass to...
After the painful decline in stock prices last year, many investors have concluded that this now represents another terrific buying opportunity. And if you look just at earnings-based valuation...
Warren Buffett recently published his latest letter to shareholders of Berkshire Hathaway (NYSE:BRKa) and, if you haven’t done so already, I encourage to go read it along with all 45 that...