Slip Sliding Away

The federal government is reining in its direct payments to households. Similarly, the Federal Reserve intends to reduce its money printing (QE) policies – the same policies that have created the speculative belief that our central bank can permanently levitate stock...

When More and More Investors Want Out

Remember the trade war a few years back? The whole goal had been to shrink our trade deficit with China in an effort to enhance the U.S. economy’s prospects. Perhaps unfortunately, the U.S. government responded to the coronavirus crisis with far too much...

Five Huge Headwinds for the Stock Bubble

Is the stock bubble about to pop? Maybe not. Then again, patching all of the pinhole pricks simultaneously could prove difficult. Here are five significant headwinds for stocks: 1. Inflation. Few investors pay attention to things like the Baltic Dry Index....

Going Stag

Consumers are already grappling with the highest inflation in 13 years. The Fed believes it is transitory, but when was the last time companies lowered employee wages after raising them? When is the last time service providers – restaurants, bike shops, accounting...

Shut Up and Dance

Do you ever wonder why bad economic news seems to send stocks higher? For example, industrial production is growing at a slower pace than anticipated. Ditto for manufacturing. Yet stocks seemed to rally on the news. Simply put, poor economic data helps share prices...