Will the Fed Go Too Far?

Will the Fed Go Too Far?

They often have Last week Evan McGoff made the reasonable argument that a recession is unlikely when so many economic indicators trend higher, not lower. The bearish (pessimistic) view is that these same indicators will result in higher inflation readings and the...
Will the Fed Go Too Far?

The Good News About Layoffs

Big tech gets leaner For the first time in years the big news out of Silicon Valley concerns large scale layoffs. Layoffs normally result from falling sales or profits, but that’s not currently the case in most large technology companies. Sales are up and so are...
Will the Fed Go Too Far?

Recession Watch

The most well advertised recession in history The consensus in the stock market appears to be that a recession in 2023 is a near certainty. We agree, but will it be an economy-wide recession or one that is confined to certain sectors of the economy, such as housing?...
Will the Fed Go Too Far?

Now is the Time to Invest

Being greedy when others are fearful Our timing might not be ideal, but we do believe that the fall of 2022 will turn out to have been a very good time to put cash into the stock market. Recommending stocks at a time like this is hardly revolutionary. In October of...
Past Recoveries Following a Bear Market

Past Recoveries Following a Bear Market

What does history tell us? We don’t know when the current bear market will end, but we do know that it will end. When it does, the stock market will recover, so the question then becomes, how fast and to what levels? While the speed of a recovery can’t be known, stock...