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economy: Archive

John Blank

Can a Wage-Price Spiral Happen in 2022?

The issue concerns economists and traders alike.

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John Blank

When Does the Fed Start to Taper Bond Buying?

Is this rise in Home & Consumer Price Inflation transitory? Or not?

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John Blank

What is Fair Value for the S&P500?

The latest earnings report season muddied the waters on that.

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Daniel Laboe

Stocks To Buy For Inflation

Now it is time to reposition your portfolio for this inflationary period.

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John Blank

The Biden Vision

What does it mean for stocks?

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Kevin Cook

Economic Snapback and Euphoria: 6 Fundamental Charts You Have to See

Big macro goodness may be priced-in, leaving overheated sectors vulnerable to profit-taking gravity.

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Tracey Ryniec

Where Should You Be Investing as the Economy Recovers?

Forget about a US recession in 2021. The concern is about the possibility of overheating and inflation.

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Kevin Cook

Bernie Madoff Investing Lessons: How Rogue Traders Can Immunize Your Wealth

What the rogue does to a billion dollars of OPM, we do to our own accounts sans sound rules, systems, and discipline.

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Tracey Ryniec

Top Earnings Charts to Kick-Off Q1 Earnings Season

These 5 companies will shine a light on what the global economic recovery will look like in 2021.

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Daniel Laboe

Is The Market Fully Priced?

2021 will be a stock pickers market

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John Blank

Where Does the 10-yr Rate Go from Here?

High-beta stocks seem to care the most.

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John Blank

How to Play it, when the US Economy Surges First

Other world-stage actors may not be following us.

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Daniel Laboe

The Bond Market May Be Telling The Fed Something

The 10-Year Treasury yield has surged 85% since the beginning of the year, despite the Federal Reserve maintaining its ultra dovish stance

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Kevin Cook

Inflation Perfect Storm: The Fed's Dual Conundrum

As inflation takes off, the Fed may be trapped to let it run very hot just to get employment back.

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John Blank

Should a U.S. Earnings Peak in Q4-21 Scare You?

We need to discuss this fiscaL-driven situation in greater detail.

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John Blank

Strong Earnings Reports & Rising Rates: Then What?

Welcome or unwelcome, a rising 10-yr Treasury yield speaks to changed expectations.

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Kevin Cook

Hedge Fund Diaries: Who Was Buying Your Stocks?

SEC 13Fs reveal trades from months ago, but also patterns of long-term bullish behavior.

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John Blank

Key Macro Drivers for 2021

Think the Fed, real estate, China, and oh yeah, earnings.

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John Blank

The Biden Trades

What stocks move with this new U.S. administration?

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Kevin Cook

Short-Squeeze Frenzy and Option Gamma Gearing

It's not just high short-interest fueling the massive rallies, it's also about option market dynamics.

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John Blank

How to Follow the Central Bank Money

Easy Money Drives Stocks. What Works Best?

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John Blank

Where Does the S&P500 Go After 3,600?

That's a toppy index number, folks.

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Tracey Ryniec

Stocks to Buy for a Post-Vaccine Economy

Pfizer's vaccine announcement is a game changer for the global economy in 2021. But where should investors be focusing?

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Daniel Laboe

Trump Tests Positive For COVID-19 & The Market Sells

I???m hoping we get a robust pullback for buying opportunities to ripen!

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John Blank

How to Play a Top-Down COVID Trading Landscape

The virus is still influencing stocks.

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