The Problem With the Bull Case for 2023
The prevailing bull case isn't citing the most concerning data point out there right now…
The prevailing bull case isn't citing the most concerning data point out there right now…
Yesterday’s parabolic rally, in reaction to Fed Chair Jay Powell’s comments, felt like it had some authority to it…
It’s a good thing that the Fed acknowledged this Wednesday that there’s a lag to the effects of “cumulative...
At the end of the day, everything in the market comes down to earnings or the hope of earnings...
There’s nothing the Fed can really do other than crash the economy…
The Fed has been telling us that it’ll miraculously engineer a soft landing...
With the markets we’ve had this year, this can quickly lead us astray...