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Semiconductor and semiconductor equipment revenue growth has witnessed double-digit growth in 2021, reflected by comparable growth in the SOX. Growth in these sectors will continue in 2022 due to strong post-COVID demand. A semiconductor "shortage" and plan for geographic self-suf...
The reasons put forth for recent market moves is absolutely comical. The market rally will be tested in the coming week or two. A failure of support will point us back below 4600SPX. For further details see: Sentiment Speaks: Bears May Have A Surprise In Store For Us
High frequency indicators can give us a nearly up-to-the-moment view of the economy. The metrics are divided into long leading, short leading, and coincident indicators. Although the new Omicron variant of Covid is causing cases to increase exponentially, it has not yet made any i...
Economic data remains strong, Housing continues to impress. Inflation is public enemy No. 1. It's the biggest threat to the economy. The S&P rebounds and sets a new record while the "bifurcated" market wreaks havoc with investors. For further details see: The Week On...
Inflation grew by 6.8% in November, the fastest in 40 years, a trend the Fed has now acknowledged is not “transitory.”. Corporate debt has risen by $1.3 trillion just since early 2020; so if the Fed raises rates, a massive wave of defaults is likely to result. Playin...
The market took a round trip from December 10 to 23, for a net gain of 0.29%. There was only one dip of 5% in 2021. There were 8 of them in 2020. The dip-buying crowd has been relentless in buying every dip, no matter how small, but they have not and cannot repeal the laws of mean...
History suggests that US stocks fall in an inflationary environment. Many commodities, such as gold, increase whilst high valued stock fall during periods of high inflation. Now, there are many “cheap” stocks available for investors. For further details see: ...
Why the COVID pandemic, and side effects such as inflation, will be the most important risks for technology companies and the economy in 2022. A correction in technology stock valuations will probably be the key driver of stock performance in 2022, but technology companies that combin...
As long as life sustenance remains the ultimate goal of human beings, they are likely to assign a higher valuation to present goods versus future goods, and no central bank interest rate manipulation is likely to change this. As long as life sustenance remains the ultimate goal of hum...
We have seen crypto disruption expand across the financial system and expect this to continue. Inflation pressures may linger through 2022 and pose a risk of spiraling into a more persistent economic factor. Historically in these market environments, real assets—including n...