Tag: federal reserve
Bank Stocks: Do the Rewards Warrant the Risk?
The recent failures of Silicon Valley Bank, Signature Bank, and First Republic and the poor performance of other regional banks serve as a reminder...
1st Quarter Update: QE Boosts Stocks and Commodities
Partial Look at the Models and Positions
Friday I was part of the Festival of Learning sponsored by Real Vision to help new and experienced traders.
The topics...
A Federal Reserve Pivot Is Not Bullish
An old saying cautions one to be careful of what one wishes for. Stock investors wishing for the Federal Reserve to pivot may want...
Phase Two of the Federal Reserve Follies
With Silicon Valley Bank and Credit Suisse defunct, the Fed must restore confidence in the financial sector. The historical treatment for financial instability has...
Aftershocks: Life After Silicon Valley Bank
While headlines of bank failures and bailouts consume the media, few are contemplating the economic and financial aftershocks that will follow.
Hockey great Wayne Gretzky...
Speak Loudly Because You Carry A Small Stick
The big question facing the Fed is whether they should increase the Fed Funds rate by 25bps or 50bps on March 22, 2023. If...
Are Interest Rates Nearing Another Surge Higher?
Interest rates are rising. Yes they are in an up-trend.
And the only thing that seems likely to stop them from rising is a recession.
BUT...
Analyzing the Labor Market Versus the Stock Market
By the time you read this, the buzz of what the Federal Reserve did and Chairman Powell’s presser will be over, at least for...
Lower Stock Market Prices Are Federal Reserve’s Goal
You read that right, the Fed wants lower stock prices.
Fed members will not say it as bluntly as we do in our title. But...
3 Investment Paths For 2023
As we anticipate what 2023 might have in store for investors, we must first consider what the Fed may or may not do. We...











