Latest Posts
The Problem for stocks of Late is Bonds
01/17/2025
DJIA: 43,153 The problem for stocks of late … bonds. Graphically, TLT (87) and IEF (92), the 10-year and 30-year pretty much tell the story. Long rates are moving higher, and they have been doing […]
US Strategy Weekly: Inflation, Bonds, and Equity Yields
01/14/2025
This strategy weekly is being written prior to the release of December’s CPI report, and many commentators are suggesting that the report could be a market moving event. Most economists are expecting inflation to trend […]
US Strategy Weekly: The Fear of Good News
01/08/2025
The stock market made a steady string of all-time highs in the first half of December. But equities lost their luster after the December FOMC meeting held on December 17-18. The news from Chair Jerome […]
