It is no secret that the stock market has lost some of its luster in 2025. Economic reports are coming in slower than had been expected. Corporate earnings and guidance are also […]
The U.S. Federal Reserve and the U.S. Treasury are currently in a major bind over interest rates. The Treasury is now spending over $1.1 billion per year in interest alone as debt […]
2024 was a great year for stocks. That said, even with a 23% annual gain in the S&P 500, year-end performance was not very good. That expected Santa Rally morphed into a […]
There is good news and bad news about the future of U.S. interest rates. The Fed Funds rate now sits at a 4.50% to 4.75% range. The CME FedWatch Tool shows a […]
The Federal Reserve’s FOMC has now cut interest rates twice in the last sixty days and the Fed Funds target rate is 4.50% to 4.75%. This is supposed to be good news […]
I promised myself I was not going to write about interest rate cuts on the day of FOMC meetings. No one can make a living writing about interest rate cuts (or hikes) […]
As the U.S. Presidential, Congressional and local elections unfold, many people are on edge. Even the people who claim not to care whoever wins in any of the races are probably worried […]
The Federal Reserve’s FOMC finally got around to cutting interest rates by 50 basis points in September. It is, or was, supposed to be the first of multiple interest rate cuts. Now […]
You have probably heard it before that the United States government has a massive spending problem. You have also probably heard countless times that the wealthy need to “pay their fair share” […]
The U.S. Federal Reserve has finally begun its interest rate cutting cycle. The 50 basis-point cut to the Fed Funds rate does of course help businesses and borrowers alike. That cut was […]
You can still earn more than 4% purchasing a 30-year Treasury. This may sound paltry compared to the 2024 high of 4.75%, or even more paltry than the 5.10% peak in 2023. […]
Most tactical investors may consider that stocks are always better than bonds. After all, gains in NVIDIA, Meta, Apple, and others have been hard to compete with over time. “Always” is a […]