Spoken Word

Can We See More Upside, With This Stock Market Rally?

Oftentimes, strong momentum trading leads to more momentum.

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• 27 días

What Will the FOMC Do in 2024?

Bond and stock traders fell in line -- with Fed consensus. For now.

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• 27 días

Can This U.S. “AI” Boom Override Geopolitics?

An Aggressive Posture on Asset Allocation Can Remain Attractive.

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• 2 meses

Here’s an Updated “Bull-Bear” Debate on the U.S. Economy

There’s always two sides to every argument. But one may be stronger.

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• 2 meses

What are the Major Stock Market Risks for 2024?

After Davos is over, let’s prognosticate from the cheap seats.

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• 3 meses

Do Traders Over-Focus on the CPI?

“Don’t Fight the Fed” may be too dominant a theme, now.

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• 3 meses

Can the Magnificent Seven Carry Stocks Even Higher?

Or do we need to see broader share participation?

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• 5 meses

Where is That Pesky Recession?

Worriers are still out there. Is there any fresh evidence to support them?

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• 5 meses

After This Correction, Time to Buy Stocks?

That is a worthy topic, isn't it?

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• 6 meses

Can Q3 GDP Excite Investors?

The recession bears will never go away. The bulls can take advantage of that.

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• 6 meses

Time to Buy Stocks in September?

A lull is here. Is this a buyable dip?

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• 7 meses

Did a Data-Driven Fed Get it Right?

The FOMC meeting is done. Let’s discuss the latest macro facts.

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• 7 meses

Can the S&P500 Keep Trucking, Led by 7 Tech Monsters?

The S&P500 forward 12M P/E multiple is at a high 18.9.

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• 9 meses

Will the FOMC Tighten, Given Good CPI Data?

Will their shift in rates spark too much turbulence in Financials?

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• 9 meses

Can U.S. Consumer Strength Remain Strong?

Summer rolls along. It is likely seasonal activity helps.

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• 10 meses

Where Might 2024 Investors Harvest Returns?

One source for those answers: Chief Investment Officers (CIOs)

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• 10 meses

Did the FOMC Tighten Too Much?

The regional bank crisis remains a key FOMC focus.

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• 11 meses

Can Info Tech Stocks Carry the S&P500 Even Higher?

Sector breadth is not there, right now.

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• 11 meses

What to do with the Real Estate sector?

Shorts have been pounding away. Where to from here?

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• 12 meses

How did the U.S. and Global Economy fare in Q1?

Tune in. Fresh macro insights come along with a few fresh thoughts on Q1 earnings.

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• 12 meses