
Bond Yields, Budget Deficits, and Corporate Profits
Based on metrics that we usually rely on to make calculated judgements, the stock market is currently costly. The Fed’s stock model, which compares earnings
Based on metrics that we usually rely on to make calculated judgements, the stock market is currently costly. The Fed’s stock model, which compares earnings
Throughout last year, I maintained all along that the S&P 500 would attain 5950 sometime in 2024. It did even better, touching 6090 on December
At this time of the year, predictions about the future performance of the S&P 500 are a dime a dozen. Interestingly, there seem to be
The Federal Reserve cut its policy rate by 25bps on Wednesday, as widely expected, taking the midpoint of the target range to 4.375%. The decision
Many investors are bearish because contrarian indicators show that there are too many bulls and not enough bears, and therefore too much complacency. This belief
The week was highlighted by Trump’s nomination of Scott Bessent to be US Treasury Secretary, his intention to impose tariffs on America’s top trading partners
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