My colleague Luke Lango – Chief Investment Analyst at InvestorPlace – has crunched some numbers… and he’s identified a rare economic event that historically triggers a stock market boom. More
Articles
Feeble Jobs Report Points to Guaranteed Rate Cuts Ahead
While August's jobs report was quite weak, it also confirmed that the Federal Reserve is on the way to save the economy – and the markets. More
A Recession “Countdown” Just Triggered
The inverted yield curve normalizes … what it means for recession timing … how stocks perform in a recession … volatility is your friend So, are we going to get a recession or not? As we noted in yesterday’s Digest, the longest-running inverted yield curve in history officially returned to normal yesterday. In this case,… More
The Ongoing Stealth Rally That No One’s Talking About
It’s one of the hottest trades of the year… and barely anyone is talking about it. I’m not talking about artificial intelligence stocks. I’m not talking about cryptocurrencies. More
September Rate Cuts Are Becoming a Red Herring
The September Fed meeting will likely mark the first interest rate cut in this economic cycle. And investors will be closely watching its size – a single 25 basis point cut versus a “jumbo” 50 basis point one or more – and use it to forecast the trajectory of future cuts. It’s hard to overstate the impact this tiny difference will have. More
Signs of Market/Economic Instability
The historical bad performance of September … might upcoming bumpiness be seasonal or fundamental? … a walk through “records/extremes” today If we go by history (and yesterday), September is likely to be bumpy. Over the last 95 years, the S&P has recorded a September gain 42 times. In the remaining 53 losing years, the S&P… More
[Weekly Roundup] Six and a Half Weeks: A Small Window of Potential
Unless you’ve been hiding under a rock for the last two years, or been tending sheep in the Alps, you would know that Nvidia Corp. (NVDA) has become much more than just a “chip company.” But Nvidia’s influence extends far beyond the chip sector, and even beyond the broad technology sector... More
