Everything is cyclical in the markets.
Current Markets
Two Predictions
Some thoughts on housing and Black Friday.
Exceptions to the Rule
What do you do when your market signals disagree with one another?
6 Questions About the Market & the Economy
6 questions from a radio interview I had this week.
What to Expect When You’re Expecting in the Stock Market
Why better or worse matters more than good or bad in the stock market.
Banks, Buy What You Know & Financial Disasters
Some thoughts on savings account yields, Peter Lynch and making financial mistakes.
Was That the Bottom?
Did the stock market already bottom?
A Giant Distraction to the Business of Investing
3 things I’m thinking about with the current state of the stock market.
The Worst 6 Months Ever For Financial Markets
The first 6 months of 2022 were dreadful for financial markets. In fact, you could argue we just lived through one of the worst 6 month periods EVER for stocks and bonds. This isn’t hyperbole. The data backs it up. Here’s a look at the rolling six month returns1 for the S&P 500 going back…
Has the Consumer Ever Been More Prepared for a Recession?
Consumer balance sheets are as strong as they’ve ever been heading into a recession.
