Here’s Why I’m Holding Off on Cheap Stocks Right Now
When I look at what’s on my screens I see exactly why I don’t want to snap up even stocks that appear like bargains.
Small Business Sentiment Cools as Inflation Worries Climb
NFIB’s Small Business Optimism Index slipped to a three-month low as fewer expect conditions to improve.
Expectations for Banks Are Low, but Are They Low Enough?
Bank stocks have been punished more by fear than by fundamentals, and their reaction this morning is the first test of earnings season.
Stocks Got Tired of Going Down. Can They Continue Going Up?
Let’s take a deep dive into breadth as measured by the overbought/oversold oscillator.
Chip Selloff Keeps a Lid on Indices Despite Another Day of Broader Gains
Eight of 11 sectors rose and the Dow Jones Industrial Average gained for a third straight day, but another selloff in chipmakers kept the S&P 500 little changed and the Nasdaq in the red on the lightest volume of the year.
Bad Markets Don’t Scare You Out, They Wear You Out
New lows hit 400 again while the mega caps keep the indices afloat.
How to Allocate a Safe Portfolio as Indices Mask Broad Weakness
Passive investors continue to be too complacent about economic and geopolitical risks.
Let’s Take a Look at Wealth in America
The Fed’s triennial Survey of Consumer Finances showed income gaps narrowed while wealth gaps widened. Debt stress rose even as more families reported increased spending.
What Worries Me About These Diesel ‘Deals’
Trump says we’re going to buy it from Russia and that Europe will release reserves. It might not be so simple.
Investors Face a Hidden Bear Market as We Head Into Earnings Season
Bank earnings and CPI this week will offer clues on how the gap between AI and everything else closes.