Jan 31, 2022
As goes January, so goes the year for markets...or so they say. The Fed is in fight-mode against inflation, despite deflationary 1% GDP growth; Less liquidity = less demand = less productivity; the theoretical benefits of blockchain technology, and why the Gov't. wants to regulate; what will the next CPI print show? Why...
Jan 31, 2022
(1/31/22) Friday's big rally finally triggered a buy-signal on the S&P 500, setting up an opportunity for portfolio rebalancing. We've been watching for a basing of markets along October's lows... Friday's performance suggests that we could see more of a rally. However, don't be too surprised if this initially rally...
Jan 28, 2022
Given the markets' performance this week, it's important for investors to maintain a sense of humility; How Apple kicked butt; Fed de-toxification: No longer coddling investors. Social Media & A World w/out Twitter; does the Fed have the backbone to allow Recession? The importance of opposing views, and...
Jan 27, 2022
Did the Fed just create the 472nd sequel to the Fast & Furious franchise with its "Sooner & Faster" pronouncement? Markets will be more volatile this year; the Fed basically told the markets what they already knew; the sincerity of Jerome Powell. 2022 will be The Year of Volatility; how large cap companies will cope....
Jan 27, 2022
(1/27/22) Markets tanked after Fed Chair Jerome Powell's pronouncement of the FOMC's heightened response to the economy with "sooner & faster" rate hikes. In reality, there was very little change from past Fed meetings, but in the presser afterwards, when Powell uttered those two words, markets collapsed and gave up...