The Week Ahead: A Lighter Week But CPI Looms
A complete run-through of what you should know about markets and the economy.
The Market’s Biggest Problem Isn’t What You Think
It’s not earnings, interest rates, or oil prices. It’s the growing gap between where the indexes are trading and what individual stocks are actually doing.
Caught Between Oversold and Complacency
As we finish out the summer, what we really need is a whoosh lower to clean out the weak hands and set the market up for another leg higher. But can we get it?
Why I Am Always a Market Optimist, Even in Tough Times
It is unrealistic to expect the market to go straight up, so why invest that way?
We’re Tracking 28 Signals Across 8 of the Portfolio’s Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
I’m Staying Plugged Into These Energy Stocks
As the fighting with Iran has no end in sight, here are the energy plays I’m sticking with right now.
Will a Weak a Jobs Report Still Be Positive News?
The issue now is whether slowing jobs is anti-inflationary or a sign of stagflation.
Something’s Not Working Out
When’s the last time you got a call from the Bureau of Labor Statistics? Let’s look at employment and why I kinda agree more with Christopher Waller than Kevin Warsh right now….
Key Market Data Doesn’t Seem to Care About the September Bears
Apparently, folks are scared of September. But some significant market readings would say otherwise.
Market Returns to Unhealthy Trend, But I’m Not Complaining
Traders reacted to the oversold conditions and, most likely, the Magnificent Seven.