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Trading volume in oil stocks more or less tripled. Firms with a competitive advantage tend to keep that advantage over time. Well-managed companies tend to stay well managed. For further details see: Chasing The Past
The U.S. Federal Reserve raises interest rates for the first time since 2018. Scott Colbourne: Market is taking a cue that the Fed is upping the ante and having to move more aggressively on rates. Colbourne: The Fed's will provide more details in May on unwinding the balance sheet...
US valuations remain very high despite a recent selloff across the market cap spectrum. Developed foreign markets retreated to reasonable PE10 levels. Emerging market valuations have not budged much even with a more than 20% drop since February 2021. For further details see:...
The Fed is widely expected to enact its first 25 basis point interest rate hike, two years after the March 2020 pandemic lockdowns and stock market crash. FOMC meetings are known for big moves and market volatility, and today may bring more. Why the Fed's position here is so trick...
We're witnessing considerable volatility in the stock market as the FOMC decision approaches. However, given all of the uncertainties, the Fed may take a more dovish approach in its tightening policy. The Russian default probably won't occur, and it may not matter even if it does....
It looks like we have seen a peak in the price of oil, which is the first sign that the market may have bottomed. I also saw some daylight in the Producer Price Index. Focusing on improvements in the rate of change for each economic data point will be the best indicator that the b...
This past week marked the 13th anniversary of the bottom of the Global Financial Crisis (GFC) of 2007-2009. The March 6, 2009 stock market low for the S&P 500 marked a staggering overall value loss of 51.9%. The Fed was expected to raise interest rates by as much as 50 basis point...
The March preliminary read on sentiment from the University of Michigan showed lower levels of optimism than at the depths of the COVID crash. Despite the pessimism, though, the New York Fed’s monthly Survey of Consumer Expectations showed that wage growth expectations for the ...
There's nothing particularly wrong with Battery Future Acquisition Corp, it's an example of the sector, that's all. Individual SPACs may well remain interesting investments. The point here is to explain the sectoral problem. That problem being that there may well be more SPACs tha...
Market perspective is essential in avoiding investing mistakes. The problem is that most investors did not buy the 2020 bottom or sell the 2022 peak. Keep your market perspective in check and make sure you aren’t anchoring to something that will lead to poor decisions over ...