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This week's economic news was positive. The EMA and market breadth data are bearish. The charts are right at support. → Read More
The Fed thinks it can reduce the job vacancy rate without hurting the jobs market or causing a wage-price spiral. Read what this means for the market here. → Read More
The Fed raised rates 50 basis points. The Fed isn't considering a 75 basis point rate hike. Read more to see what this means for the markets. → Read More
The Fed will likely tighten too much. The markets moved sideways in anticipation of the Fed. Read what this means for investors here. → Read More
A key treasury market buyer is now selling bonds. People who quit during the Great Resignation are mostly happy with their decision. Read more here. → Read More
GDP contracted because of strong imports. Prices continue to increase. Read more on the technicals for the week of 4/25-4/29. → Read More
Yes, 1Q22 GDP contracted. But the data isn't nearly as bad as the headline looks. Read more to see what this means for the market and investors. → Read More
The FANG stocks are no longer the market darlings. China's zero-Covid policy is starting to really hurt the economy. Click here to learn more. → Read More
Veeva is a great company. Unfortunately, the macroeconomic backdrop is darkening. And its business model is more suited to the front-end of an economic expansion. Click here to know more. → Read More
The US consumer is in strong shape. So far, earnings are strong. The indexes are near 1-year lows. Read what investors should know here. → Read More
The Fed is tightening rates. Economic indicators are turning bearish. As a result, the basic materials sector has sold off. Click here to know why it's time to exit VALE. → Read More
Beijing may be the next big Chinese city to be locked down. Estimates for 1Q22 GDP are low. → Read More
Commercial paper yields are increasing. The Beige Book was mostly positive. The charts are setting up for move lower next week. → Read More
The Fed released the latest Beige Book yesterday. The yield curve has become much flatter over the last four months. Read what this means for the markets. → Read More
Fed President Evans argues that the Fed should raise rates above the neutral rate of interest, which will, by definition, slow growth. Read more here. → Read More
Money is flowing out of aggresive-sector ETFs and into conservative-sector ETFs. The SPY and QQQ rallied though resistance. Read more here. → Read More
Another study shows that unemployment benefits weren't a disincentive. Higher rates are hurting housing. The markets are barely hanging on. Read more here. → Read More
Since I first wrote about Salesforce, the economic data has softened; earnings revisions are shifting lower and the tenor of the market has shifted bearish. Here's why CRM is still a no. → Read More
Now (and for the foreseeable future) the primary issue for the markets is the Federal Reserve's interest rate policy. Classic trading advice of "Don't fight the Fed" is very much in play. → Read More
The economic data is turning slightly bearish, which favors defensive companies. Click here to know how safe is KMB's dividend, which has been raised for 49 consecutive years. → Read More