The Relationship Between Banks and the Yield Curve
US-China Rhetoric Weighs on Stocks
Secular Outlook Takeaways: Age of Transformation
This post will discuss ongoing market disruptors as well as three trends that may drive a major transformation of the global economy and markets.
The Global War on Planning Ahead
In the case of the global economy, the leaks have been springing for years, but policymakers have been in denial.
What is Driving the Rally in Global Gas Prices?
Thinking Holistically About ESG
This post discusses the opportunities in investment-driven innovations levered to a more sustainable environment.
Pigs and Cats
Two totally unrelated stories caught our eye over the past week. Beyond the (somewhat tenuous) unifying theme of animals, they both speak to the power of progress.
Life Without The Bond Vigilantes
Showing Some Restraint
There is plenty of good earnings news this morning to get the stock market going, but because the going hasn’t been tough at all this month, the stock market isn’t really going like one might think.
Chart Advisor: Conflicting Results
Tesla, the Ultimate Meme Stock and Blowoff Tops
Mid-Caps Breaking Out, Are Small-Caps Next?
How Much Pessimism Is Too Much?
Policy error, persistent inflation and COVID variants top the list of investor concerns. Rising vaccinations, positive earnings surprises and a steady Federal Reserve are among the bright spots.
The Greatest Peacetime Surge in Household Wealth
The Week that Was: October 18 to October 22
Colder Weather Helps Send Natural Gas Prices Soaring
Q4 2021 Tax-Loss Harvesting: Fixed Income and China ETFs
No Break Yet in The Positive Price Momentum
Just because some technical indicators might suggest the stock market is overbought on a short-term basis and ripe for a pullback doesn’t mean market participants will necessarily comply with that setup. They certainly aren’t in pre-market action anyway.
Ritholtz Wealth CFO Bill Sweet Talks the Biden Tax Plan, Direct Indexing and Lessons From Their Rapid Growth
We take an in depth look at the Biden tax plan and cover the major points investors should be aware of in it. Also we discuss what Bill has learned as an early adopter of direct indexing for clients.
Stocks Priced for Perfection and Dollar in Focus
The earnings carousel continues, and UPS is the highlight this morning. The stock is up 5% after not only the company topped estimates, but every one of its business segments did.
Japan Shows the Real Danger Is Stagflation
Chart Advisor: Breaking Above
Stocks Rise On October 25, With The Dollar Not Far Behind
Economic Update: Oct. 25, 2021
Revised 2Q21 real GDP grew at a 6.7% q/q seasonally adjusted annual rate. Increases were broad based and were partly offset by decreases in inventories, residential fixed investment and government spending.
Weekly Market Recap: Oct. 25, 2021
Stocks To Watch This Week
If you are a fundamental investor, this is a week to pay attention. Almost a third of the S&P 500 companies are scheduled to report this week as we enter the exciting part of the third-quarter earnings season.
Is the Energy Price Surge “Transitory” or a Longer-Lasting Trend?
Franklin Equity Group Portfolio Manager Frederick Fromm outlines what has been impacting energy prices, whether he sees the recent price rise as sustainable, and where he is finding investment opportunities within the sector.
Earnings, Crude Spreads, and China Lockdowns
China implements lockdowns, Covid cases found in 11 provinces. Cases rising across the U.K., Germany, and Russia, among others.