I realize that I haven’t published in a very long time (although I’ve done a few articles in the recent past on seekingalpha.com). There hasn’t really been much to talk…
This quote is the latest from Moody’s: The credit shock created by the coronavirus pandemic is completely unprecedented, given the number of geographies and industries affected, and the lack of…
We’ve watched a bit of a bear market rally in stocks, but also saw the same short term narrowing of corporate bond spreads (the difference between the yield offered by…
I mentioned in an earlier article, published Feb. 24th, that even bonds and bond ETF’s are at risk in the current environment; primarily due to a phenomenon know as a…
The recession (we’re undoubtedly in already) is not the worst of our woes. It’s unlikely the FED would have taken such drastic measures because of the coronavirus or even the…
Are we and the stock market in denial? Talk of a ‘double-dip’ recession seemed to grow quieter once the correction I predicted back in January ran its course and the…
I provided a rather winded explanation in my previous discussion about why the current correction was inevitable. Since then, the S&P 500 has declined roughly 3%. It is likely to…
China was all the rage for a short while, but despite chugging along at a premium growth rate to the rest of the world, investors have pretty much focussed on other markets…
But there may be reason to expect any correction to be mitigated by a FED that wants to simply layoff the accelerator rather than apply the brakes. There have been periods when interest rates have climbed modestly yet stock markets continued to be relatively generous.
It’s time again to send up a warning flare. Markets haven’t really responded to warnings from Warren Buffet about bonds, and quotes like the following are becoming more abundant: “Stay…
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