What Happened This Week (9/25/2020)
Bull Market Pause. On 8/21 we questioned whether global stocks were about to “break out” and exceed...
Bull Market Pause. On 8/21 we questioned whether global stocks were about to “break out” and exceed...
“The Stock/Bond Dilemma” outlined the current reality of the market within its historical context—a...
Make no mistake, US stocks are not cheap compared to history. Putting a value on what stocks are...
On the Economy. The August jobs report showed solid gains, with 1.37 million jobs added, while the...
Don't Miss This. Chairman Powell used the Jackson Hole Policy Symposium this week to introduce the ...
K-Recovery. The Top 5 holdings of the S&P 500 have returned 35% YTD; the other 495 have declined by...
Reclaiming Economic Output.The National Bureau of Economic Research (NBER) views real GDP as the...
Upbeat July Jobs Report. The US economy added 1.8 million jobs in the month of July, bringing the...
Still No Deal on CARES2. Steve Pavlick of Renaissance Macro’s take, “Best case is they reach an...
Fiscal Cliff & CARES 2 Update- The $600 per week extended eligibility for jobless benefits, payroll...