The Feed

Another Big Decline Is Ahead

I have been very bearish on stocks for a long time. Too long! Does that make me wrong? Right, but early? I think too early, but I don't...

Aug 2, 20259 min read

QQQ is rocking, but the Magnificent 7 is flashing caution.

Jun 25, 20252 min read

Stocks have been in a bull market since bottoming out five years ago, but they are rolling over. I have been cautious for quite some time...

Apr 19, 20257 min read

Rates are falling, but they are rising too! Today, the FOMC is likely to leave short-term Fed Funds unchanged.

Mar 19, 20252 min read

Stocks are falling, but it's not clear that a bear market has started.

Mar 10, 20255 min read

Interest rates are falling (Fed Funds) and rising (anything more than 2 year maturity). Why, and what does this mean for stocks?

Jan 12, 20259 min read

"Long and wrong" is something I have experienced a lot over my 40+ years of investing, but I am currently suffering from a non-rhyming...

Jul 17, 20243 min read