May 31, 2022
(5/31/22) Markets are ending the month of May with a nice rally in the previous week--but can it last? There are still a lot of companies that are offsides in market allocations in terms of equities as well as in bonds--anyone with a 60/40 allocation is out of whack. Much of the remaining rebalancing will have to...
May 30, 2022
(5/30/22) As the markets go, so goes the year: The way we look at financial markets is very different from the way the Fed looks at financial markets. Keep in mind where we've come from, and where we are today: How inflation was created, and the mistake everyone made was that growth in the economy was organic...but in...
May 27, 2022
(5/27/22) Will the Memorial Day weekend see lots of "revenge travel?" Never under-estimate the ability of a bear market to suck you in one more time; a reflexive rally is not an all-clear sign for investors. Listen to screeching sound of a dead-cat bounce; how are companies responding; how long can a reflexive rally last?...
May 26, 2022
(5/26/22) 2022 is turning out to be one of the roughest years ever for market investors; where investors are most likely to make mistakes; how aggressive will the Fed be on interest rates? No one is surprised at Meta's fraud issues; the question of blockchain integrity; software security will be an ongoing business...
May 26, 2022
(5/26/22) Good news for markets as they try to establish a bottom and set up for a counter-trend rally. Stock prices peaked in March, and since then have had a tough time. The MACD signal has been in a downward trend, applying downward pressure to pricing at the same time. Wednesday's rally triggered a MADC Buy-signal...