Catching Down

Americans have very little confidence in the economy. In fact, you would have to go back to the banking collapse (2008-2009) to find as much pessimism as there is right now. Just how anxious are consumers? The spread between how we feel about the present (Present...

Et Tu, Housing Bubble?

Reckless policies by the Federal Reserve did not just create a monstrous stock bubble. Money printing and zero percent rate mandates bolstered today’s housing balloon — one that rivals the mid-2000s insanity. Folks may be coming to terms with the notion...

“Iceberg, Right Ahead!”

Few financial commentators were talking about the stock market falling nearly 20% in the first five months of 2022. And now, the very same folks are telling you that we cannot be that far from the bottom. Even if the S&P 500 falls 30% before bottoming, they...

The Unwinding

There’s a whole lot of hope that the stock market can avoid a severe downturn. So far, the S&P 500 has been able to bounce out of bear market territory (-20%). Going into this year, however, stocks were extremely overvalued. They were pricier at the start of...

If History Rhymes

Stocks have already lost 18% through the first 96 trading days of 2022. Odds are, things should get better from here, right? When stocks experience losses that surpass 10% through mid-May of a trading year, investors often see gains by the end of December. About half...