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The U.S. economy is humming on all cylinders. We not only saw Q1 2023 revised upwards to a 2% growth rate last month, we printed
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This year has been a year of surprises. Starting with the unusually strong rally in technology and especially companies that were widely expected to go
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We live in unusual times. Even before a trio of bubbles could fully deflate, we are in another one. This time it is artificial intelligence
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We are in a new era for mergers & acquisitions with companies fighting global regulatory overreach by not giving up and terminating deals when regulators
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There must be something about March that invigorates markets. Maybe it is the coming of Spring after a long Winter or that earnings season for
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After an unusually strong January where our portfolio registered gains of 8.34% due to the January effect and a rebound in growth stocks, February turned
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The January effect – where beaten down stocks that were sold at the end of the prior year for tax loss harvesting rebound in January
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2022 was a challenging year. With few exceptions, most assets classes declined as three bubbles including tech growth stocks, real estate and cryptocurrencies, simultaneously deflated.
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I have been bearish for the better part of the last two years. When Rich Howe of Stock Spinoff Investing asked me for my top
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October was a strong month for stocks with the market appearing to prematurely cheer the prospect of the Fed pausing its rate hikes. With third
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Gains from the bear market rally we experienced from mid-June through mid-August have now been fully wiped out and both the S&P 500 and the
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In his 2015 book, The Courage to Act, former Fed Chair Ben Bernanke gave us glimpses of the inner workings of the Federal Reserve. The Fed’s
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