As the U.S. Federal Reserve’s three-year reign in the headlines potentially comes to an end, an analysis of this year’s market themes can offer valuable insights for predicting…
Read more How to navigate market risk from interest rates, the economy and politics in 2024Donald Trump is unlikely to get his wish that a U.S. stock-market crash occurs this year. I’m referring to the former U.S. president’s comments last week that he…
Read more Why Donald Trump is unlikely to get his wish for a 2024 U.S. stock-market crashSpeculation that the 60-40 portfolio may have outlived its usefulness has been rife on Wall Street after two years of lackluster performance. But as the yield on the…
Read more Why the 60-40 portfolio is poised to make a comeback in 2024The stocks of long-neglected small companies are finally showing signs of life as the market rally broadens. But these tiny companies still remain vastly undervalued. So, they are…
Read more 'Smidcap' companies are becoming a big deal. Here's a look at some of the best.Many people like to feel at least a little bit of fright. That has been the whole point of Halloween for ages. The spooky traditions might even be…
Read more How stock-market investors can ride out a ‘fear cycle’ as S&P 500, Nasdaq fall into correctionSome say it’s the fear of stagflation. Some say it’s chaos on Capitol Hill. Some say it’s turmoil in the Middle East. But we all know the real…
Read more Here’s the real reason the stock market is so horrid. And, yes, it’s rather spooky.The U.S. stock market has been volatile in September. Brace yourself for October. September has the reputation of being the worst month for the stock market, but October…
Read more Why stocks are likely to be especially volatile this OctoberThe Federal Reserve on Wednesday surprised markets with a fortification of its higher-for-longer stance on interest rates, penciling in only half as many rate cuts next year as…
Read more Fed’s revised dot plot for interest rates makes wall of maturing debt a bigger worryInflation is likely to fall below the Federal Reserve’s 2% annual target by late next year, according to David Kelly, chief global strategist at JP Morgan Asset Management. Consumer…
Read more When will inflation cool to the Fed’s 2% target? By late next year, says JP Morgan strategist.The roughly $25 trillion Treasury market first began flashing this telltale sign that a U.S. recession likely lurks on the horizon almost a year ago, according to Bespoke…
Read more A recession could be nine months away, according to this telltale gaugeWith second-quarter earnings season now largely behind the market, stock investors have been focusing on the latest economic data. They have, for the most part, been reacting positively…
Read more As U.S. stock-market investors celebrate soft economic data, is bad news becoming bad news again on Wall Street?August the best month for average stock market performance? Or is it the worst? The answer depends on the period of stock-market history you examine. Over the 90…
Read more August used to be the best month for the stock market. Then it became the worst.Would Twitter have been better off to remain a public company rather than be taken private by Elon Musk? We’ll never know for sure, of course. But it’s…
Read more Should Twitter have rejected Musk’s offer and remained publicly traded?Is America going into a recession or not? That depends on who you ask—and how old they are. Consumer households from their 20s to their 50s are now…
Read more America may now be in a youth-cession: Consumers over age 60 are propping up the economy“Regression to the mean” is a powerful force in the financial markets, so it was a good bet that the 60:40 portfolio would have a much better year…
Read more The 60:40 portfolio is up more than 17%. Why is it doing so much better this year?When it comes to investing, some people don’t think in terms of thousands of dollars, tens of thousands, or even millions. They think in hundreds of millions, or…
Read more What the really rich are doing with their money right now: Goldman SachsThe U.S. stock market is closed Friday, April 7, for the Good Friday holiday, but the bond market will be briefly open. Friday morning has seen the release…
Read more Are U.S. markets open on Good Friday?Despite a Friday stumble, stocks ended a turbulent week with another round of solid gains, keeping 2023’s young but robust stock-market rally very much alive. But a cloud…
Read more The stock-market rally survived a confusing week. Here’s what comes next.“It’s like being robbed in a library, but you can’t shout ‘Thief!’ because there are ‘Silence, please’ signs everywhere.” That’s how Roger Hamilton, chief executive of Genius Group…
Read more Genius Group CEO on why his company is fighting back against naked short sellers — and it’s not aloneInvestors feeling giddy about last week’s sharp rally for stocks might want to give a listen to Tom Waits’ song, “Whistlin’ Past the Graveyard” from 1978, to sober…
Read more Investors may be whistling past the graveyard of a recession with latest rally in stocks
