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Daily Update
Fed rate cuts, tariffs, deficits, California wildfires, and other narratives bolster a growing concern that inflation will surge again. While those narratives are concerning, and some...
Buffett Is Worrying, Should You?
Warren Buffett’s company, Berkshire Hathaway, has about $325 billion in cash, accounting for over a quarter of its portfolio—the highest percentage in over 30 years. The question...
Jobs, Stocks, And Bonds Oh My!
The initial reaction to Friday’s BLS jobs report was a yield surge and a sharp stock decline. Stock investors are finally noticing higher yields. While sentiment can certainly cause...
The Quantum Computing Bubble Is Leaking
The latest stock market bubble may be one of the shortest-lived bubbles in recent times. Quantum computing stocks rose in November and took off in December when Google touted the imme...
Inflation Concerns Scare The Bond Market
As we share below, bond market sentiment, known officially as the term premium, has been almost entirely responsible for the recent surge in bond yields. Specifically, behind the move...
Outflows Of TLT Are Tremendous
Outflows from bond ETFs, such as TLT, have been tremendous over the last two months. ETFs, unlike mutual funds, allow dealers to redeem shares for the underlying securities and vice v...
Corporate Executives Are Bullish And Bearish
Corporate executives are sending vastly different messages to their respective investors. Based on one indicator, they must be pretty bearish, yet another reeks of bullishness. Let’...
Is A Breadth Rotation In Order?
The percentage of S&P 500 stocks outperforming the index on a rolling 21-day period fell below 15% late last year. That aligns with the record low set last July. Needless to say,...
Back To Back 20 Percent Gains: What’s Next?
While 20% gains in the S&P 500 are not uncommon, as circled below, back-to-back 20% gains have only occurred three times since 1950. The most recent back to back 20%+ gain was 202...
