Jerome Powell now thinks it's time to raise rates and clear the Fed's balance sheets, seeming to ignore the past effects of $5-Trillion in artificial liquidity pumpedinto the economy. A discussion on…
(1/12/22) After receiving Joe Biden's nod to continue as Federal Reserve Chairman, Jerome voiced a need for more aggressive rate hiking campaigns, and tapering the Fed's balance sheet even more rapid…
Has Inflation Begun to Erode Earnings? Rising Wages are showing up at lower end of wage scales; pay differentials for work from home vs work at office; Passive Investing and the bear market mirage; W…
(1/11/22) Tech Stocks were under the gun in Monday morning's action, but by midday, the sector experienced a turnaround, breaking through three standard deviation levels from the 50-DMA. This is a sh…
How to keep proper perspective as liquidity begins to drain, and dealing with obscenely lofty earnings expectations for 2022. The FaceBook name change does not change its stripes--or fundamentals; Ho…
As the Fed prepares to pull back liquidity, what expectations should be set for market behavior? Is the "F-word" being used way too much? SEG-1: Setting Expectations for 2022 SEG-2: What "Fiduciary R…
The Markets' Wednesday reaction to Fed Minutes on Raising Rates was the worst on record--but was it justified? Will the Fed's panic attack result in another colossal policy blunder? A long term look …
(1/6/22) Markets' sharp sell off on Fed Minutes stating a reduction of its balance sheet--essentially, taking away the punch bowl and hiding it. But was it all so bad? Looking at Market performance f…
What Happens when Biden Child Tax Credit Leaves? Will 2022 be a year of higher volatility? What happens as liquidity leaves the market and things return to "normal?" Why does the Fed always raise rat…
(1/5/22) Markets are getting their mojo back following the Santa Claus rally in December, in a repetition of a pattern we've observed over the past year. At some point, we'll likely see this break ou…
Market commentary on the first 5-days of January, and why 4Q prints should be great; the Fed's challenge is how to raise raises 4x this year. Investor resolutions and secrets of the Gymnasium biz; go…
(1/4/22) A big conundrum in 2022 will be the impact of inflation and tighter monetary policy effects on interest rates, which will impact economic growth and financial markets because of the relation…
Our New Year Market preview, and the funny thing about averages; will bullish trend continue? Geopolitics, mid-terms, and policy changes; warning against recency bias; how job births & deaths impact …
(1/3/22) What will the first trading day of 2022 portend for markets? Who can tell? The first five days of January tend to be fairly positive as mutual funds position themselves for the new year. Mar…
Is the Fed replicating policy mistakes of the past? A look at the metamorphosis of Jerome Powell, and an examination of Retail vs Internet Sales this holiday season. ------ SEG-1: Predictions for the…
Is the Fed replicating policy mistakes of the past? A look at the metamorphosis of Jerome Powell, and an examination of Retail vs Internet Sales this holiday season. ------ SEG-1: Wrapping the Year; …
Will we really have to wait 55-years for Pfizer's Vax Results? Markets are not as healthy as the numbers would suggest; when there are no more buyers for sellers to sell to, what then? SEG-1: The 55-…
Value Stocks have been performing because they haven't worked this year; The liquidity Issue, Managing Risk, and lowering expectations for returns; the Math of Losing Money; Demographics is destiny--…
The Joy of Chocolate; Markets' response to Fed announcement; 10 Financial Resolutions for 2022; How businesses are dealing with inflation; Louis L'Amour & Leon Hale; Conversations about money are gif…
The Markets' sell-off has not been unexpected; there are now as many NASDAQ stocks down 20-50% from their highs as there were in Dec 2018, in mid-Taper Tantrum--thanks to Apple, Google, Microsoft, & …
00:53:37 |
Thu 23 Dec 2021
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