JKD News and Press, BTC iShares Morningstar Large-Cap ETF From 04/06/21

Q1 2021 closed with the Dow leading the major market indexes, up 7.76%, vs. +5.77% for the S&P 500 and a tepid +2.78% for the Nasdaq Composite. Five regional Federal Reserve Banks reported super-strong readings for their five regional economic indexes. ISM manufacturing PMI index ...

On March 25, the Archegos Hedge Fund asked firms handling its capital swaps to develop a strategy to liquidate its holdings, which is why many Chinese ADRs and media stocks sold off violently. The Archegos Hedge Fund fiasco is due largely to the fact that many big Wall Street firms di...

The latest monthly employment report showed a gain of 916K nonfarm jobs, which consists of a gain of 733K service-providing jobs and a gain of 183K goods-producing jobs. Even though the unemployment rate increases during recessions, the employed service-providing population increases,...

This market has confounded most of the "experts." It's time we take a more mature perspective as to how the market works. This is a bull market that still has much room higher to travel. For further details see: Sentiment Speaks: 4300+ Here We Come

Covid-19 trashed profitability in the second quarter last year. April 1 kicks off a new period that, for many U.S. companies, will look stellar by comparison. Activity is already bouncing back, including in some of the areas hit hardest by the pandemic. Revenue of S&P 500 Inde...

Under normal circumstances, the economy is relatively close to its steady-state glide path, and the fixed-income market is quite reasonably jittery with respect to the latest growth rates. The reality is that current conditions are nowhere near normal. At the beginning of the last cyc...

Last Friday's March 2021 payroll report exceeded expectations in nearly every category. Analysts were hoping for something like the ADP's private employment gains (+517k), somewhere in the ballpark of 550,000-600,000. Instead, the BLS thinks the whole economy had added between 803,700...

During the Pandemic, discretionary services such as travel and entertainment have been hard hit, and consumer spending on services in February was still down 5.2% from a year ago. But the services sector is enormous, ranging from healthcare to tech, and demand has been strong in many ...

The latest data on nonfarm payrolls were strong. Last week's ISM Manufacturing reading was the highest in 37 years. To be sure, the economic data is good. However, from my perch, this is not a low risk environment. For further details see: All Good News, But...

Ignore the market-weighted PE, relative to Q1 of 2007. The S&P 500 today is undervalued. The future outlook with regard to the business cycle, volatility, yield curve, and what it means for stocks. There are too many deflationary forces for troublesome inflation to persist. ...