We believe that the risk of a significant market decline is high because of the Fed's monetary mistake, market structure issues, a potential energy…
The Fed's Response to the Global Pandemic Led to Asset Bubbles, and a Bifricated Market and Economy. We Believe the Market is Poised to Mean Revert
Currently, the market is in a sharp correction because investors are fearful the Fed is behind the curve and will move aggressively to fight inflation.
Stocks fell to a nine-month low as Russia invaded Ukraine, and inflation surged to the highest level since January 1982. Stocks are in a bear market and…
Stocks are overvalued and vulnerable to significant decline as monetary conditions tighten and the bear market accelerates.
Did the Fed Induced Market Bubble Just Burst?
The Election is Over and Vaccines are on the Horizon -- Is it Time to Buy Stocks?
Executive Summary · Uncertainty about the Omicron variant and the Fed’s hawkish pivot led to a sharp market decline that began in late November. The…
In the current inflationary environment, we expect interest rates will rise, and we see a significant opportunity to invest in the value sectors of the…
Rising Inflation Expectations and Higher Interest Rates are Causing the Bifricated Stock Market to Mean Revert
Is the Financial Bear Market in Stocks and Bonds Almost Over?
Although the S&P 500 reached an all-time high, the major indexes were mixed in May because inflationary concerns tempered investor’s optimism over the…