Commentary

It was nearly impossible to lose money in Q1 given a hearty 10% gain for the S&P 500 (SPY). Even more impressive was the 25% gain if you roll the clock back to the start of November 2023. When you realize that the average annual…
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It is clear that the Fed decision to lower rates is the main catalyst everyone is waiting for. The next chance that could happen is on Wednesday May 1st. Since the Fed is “data dependent” (as they repeat like a skipped record) then we…
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A market that refuses to go down…will inevitably go up And that simple logic is precisely what we see happening at this stage. Even as the start date for Fed rate cuts gets kicked further down the road, investors just don’t want to…
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Week by week we dig into the minutia to appreciate new facts that could change the course we are on. Yet now as we are about to close the books on a rather profitable first quarter for the S&P 500 (SPY), I thought it would be…
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As we glide toward spring, with all the wondrous hopes that nature’s rebirth brings, it is time, once again, for economists to reflect on the stuff that will all go dismally wrong. Though the risk of inflationary spiral has dissipated,…
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Stocks remain elevated with every dip being shallow and short lived. Investors just don’t want their money on the sidelines if and when the Fed flashes the green light that rates are about to be cut. This keeps stocks pinned just under…
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Text size Labor market conditions shouldn't cause panic just yet, writes Guy…
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