Why this investment pro is eyeing the services sector
Check Engine Soon That’s the dashboard light no one likes to see. Occasionally it’s a simple malfunction and no big deal, but other times it’s a more ominous sign. The check engine light came […]
Check Engine Soon That’s the dashboard light no one likes to see. Occasionally it’s a simple malfunction and no big deal, but other times it’s a more ominous sign. The check engine light came […]
Start Me Up Well, we certainly had ourselves a scary little Christmas, with the S&P ending down 6% for December, after the much hoped for year-end rally never materialized. But now we’re off to […]
A new year is supposed to be a time of fresh starts, enthusiasm for what’s to come, and resolutions to do something different. But starting something new suggests that we’ve recently finished something old. […]
Let it Slow, Let it Slow, Let it Slow Last December, I wrote a column about the Fed’s final statement of 2021 with a section titled, “Hawk! The Herald Angels Sing,” and it’s remarkable […]
It’s Beginning to Look a lot Like Contrast Happy December, everyone. With the beginning of this merry month comes the time of year when I get to title all of my notes as Christmas […]
Spend Game It’s mid-November, which means we’re about to embark on the beloved holiday season. For most, the holidays mean eating, drinking and being merry. But, for investors, the holiday season means gauging the […]
Check on Your Tech No matter which way you slice or dice it, Technology stocks have had a tough go in this environment. Since the peak in the Nasdaq (the most tech-heavy of major […]
Slow Your Roll It seems that every Fed meeting this year has felt like the most important Fed meeting. Today was no exception (although we’ll likely say the same in December). The Federal Open Market Committee […]
By now, we’re desensitized enough to the word “recession” that the mention of it doesn’t send us into a tailspin. The current probability of a U.S. recession in the next 12 mos is 60% […]
A Breadth of Fresh Air? After suffering a painful September (S&P 500 -9.3%), October’s month-to-date performance of +3.1% feels pretty spectacular. At the time of this writing, the S&P strung together three days in a […]