Retail Is Fearless: Buy The Dip Is On Steroids
Written by Michael Lebowitz and Lance Roberts | May 21, 2025 | Daily Market CommentaryMonday was a record-setting day. Stocks opened down 1% on news that Moody’s downgraded the…
> Read MoreMonday was a record-setting day. Stocks opened down 1% on news that Moody’s downgraded the…
> Read MoreOver the last fourteen years, as we share below, the US government credit rating has…
> Read MoreShort positions in TLT, the popular 20-year US Treasury Bond ETF, have spiked to over…
> Read MorePer an article in the Financial Times titled US Poised To Dial Back Rules Imposed…
> Read MoreBelow our Market Trading Update, we share analysis from the Atlanta Fed showing that housing…
> Read MoreBloomberg recently published, This 30-Year Old’s Startup Is Bringing Leverage To 401K Savers. Their article…
> Read MoreDespite the weekend’s positive news on China trade negotiations and the associated jump in most…
> Read MoreTweets like the one we share below allude that the Fed is doing stealth QE,…
> Read MoreThe concepts of “smart money” versus “dumb money” refer to the level of investors’ information…
> Read More“BREAKING: Treasury Secretary Scott Bessent says he will meet with Chinese officials in Switzerland to…
> Read MoreThis past weekend, OPEC, led by Saudi Arabia, announced it would increase production by 411k…
> Read MoreAn email from a reader of ours led with the title “PCE is quite confusing.”…
> Read MoreJapan holds over $1 trillion of US Treasury securities, making it the largest sovereign holder…
> Read MoreThis past week, two lower-cost food and beverage retailers posted earnings, which conveyed the underlying…
> Read MoreThe headlines below lead some to believe the shelves in our stores will soon be…
> Read MoreAccording to Bloomberg, Yale University could sell as much as $6 billion of its private…
> Read MoreThe Zweig Breadth Thrust, a rare technical indicator, triggered a bullish signal on Friday. The…
> Read MoreThe Fed removed its handcuffs on banks, allowing them greater flexibility to trade and hold…
> Read MoreDespite a growing chorus of pundits claiming the “death of the dollar” is imminent, Treasury…
> Read MoreMonday’s Commentary started: On Truth Social, President Trump stated, “Powell’s Termination Can’t Come Fast Enough!”…
> Read MoreSince the start of the year, the S&P 500 is down over 10% and nearly…
> Read MoreEconomic and inflation forecasts have a highly significant impact on treasury bond yields. Therefore, one…
> Read MoreOn Truth Social, President Trump stated, “Powell’s Termination Can’t Come Fast Enough!” His comment, posted…
> Read MoreRecent consumer sentiment readings have been horrendous. For instance, the University of Michigan’s latest consumer…
> Read MoreThe chart below, courtesy of JP Morgan Asset Management, highlights how much the US relies…
> Read MoreDespite, or actually because of, the recent market turmoil, many large banks and brokers reported…
> Read MoreRecently, we have seen claims that the “collapsing” dollar will cause inflation. While a weaker…
> Read MoreThe S&P 500 surged 8.5% off its lows on Wednesday as the administration announced a…
> Read MoreWhat is up with the bond market? Many rumors are floating around. For instance, some…
> Read MoreFor those of you with bearish nightmares, we share one important takeaway from Monday’s market…
> Read More