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COVID-19

Did COVID-19 “Save” the Global Financial System?

Below we look at how massive COVID-19 stimulus programs “saved” a financial system otherwise on its last legs—and just in

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retail sales

Total Disconnect—Fed Markets vs. Retail Sales and Real Estate Woes

Below, we look at retail sales, commercial real estate and other factors confirming there is a total disconnect between promised

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negative rates

Negative Rates Ahead? Pure Can-Kicking Crazy

Negative Rates: The Fed vs. the White House The White House is asking for negative rates, and the Fed is

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Fed ETF purchases

Fed ETF Purchases—The Day the Music Died

With yesterday’s announcement of direct Fed ETF purchases, American free market capitalism officially died. Bye, Bye Ms. American Pie (chart).

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jobless claims

Inflection Points: Jobless Claims vs. Market Surges

Below, we look at jobless claims, earnings outlooks and growth projections as a few of the many critical indicators going

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market bear

Market Bear Fundamentals Vs. Bullish Tapes

The market bear is clearly out of his cave, but recent stock surges remind us that bulls don’t die easily.

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market secret

Harvard’s Hidden Market Secret May Surprise You

This market secret comes from an unexpected source. One of Harvard University’s most beloved and popular professors was not an

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post-Covid rebound

How Will the Post-Covid Rebound Play Out?

As we head into May and a state-by-state phasing out of lockdowns, many are wondering what a post-Covid rebound might

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Wall Street Socialism

Wall Street Socialism Hiding Behind Covid-19 Curtain?

The trend toward Wall Street socialism is getting increased attention these days. In case you missed it, Congress now plans

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dollar cycle

Will COVID-19 Infect the U.S. Dollar Cycle?

How will the U.S. Dollar cycle fair in a COVID-19 setting and why does this matter? Well, it matters a

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