SFY News and Press, SoFi Select 500 From 09/19/21

With year-end just several months away, money managers great and small are focused laser-like on year-end returns. But the environment is looking a little twitchier as Q4 approaches. Peak growth, sticky inflation, ongoing supply chain problems, high valuations and potentially disrupti...

The language being using to describe this market is "frustrating, but not fatal." The headline indexes have continued to grind higher, but this is a market that has been correcting, consolidating, and churning under the surface for most of the summer. The idea of an economic “g...

Interest rates are falling following the weaker CPI reading. Rates are likely to fall even further as the economy continues to slow. However, this time falling rates won't result in growth stocks rising. For further details see: Falling Rates Won't Save Growth Stocks Thi...

In addition to battery element shortages, the chip shortage has limited electric vehicle production. At the auto show in Munich last week, several auto executives commented on the chip shortage. Overall, the electrification of vehicles may be characterized by perpetual shortages for y...

As the economy continues to recover, market participants will concentrate on two critical areas: the employment picture and policy decisions made by the Federal Reserve. The jobs picture and Fed decisions could create volatility for commodities, stocks and bonds in the months ahead. ...

The current slowdown was telegraphed by the bond market, and we’re now in the midst of it. There are any number of reasons to think the economy will just keep fading all the way back to the pre-COVID trend of about 2%. I don’t see any reason to believe we are near recess...

Investing should be as unemotional as possible. Unfortunately, the higher the stakes, the more emotions get involved. All of the major banks have been gradually working their way to becoming bears. This is shocking because investment banks are always bullish. Things have probably ...

Treasury Secretary Janet Yellen said that the government will run out of money by the middle of October, sooner than expected, and that Congress needs to act pronto. With all the hyped-up performative bloviating about the debt ceiling, it’s easy to forget that raising the debt ...

We stay tactically overweight European equities with two key events on the horizon: a European Central Bank meeting and the German election. U.S. jobs growth in August was far below expectations. Yet, we caution that seasonality could be at play and a revision upwards is possible. ...

Today's release of the Job Openings and Labor Turnover Survey (JOLTS) shows the demand for employees continues to grow. The July report shows openings increased 749,000 to a record for the Survey of 10.9 million open positions. Clearly, openings far outpace those looking for a job...