As a kid, I loved watching the Lone Ranger on television. He was the protector of those who couldn’t protect themselves. He stood between good people and the bad guys who wanted to steal their land or their money. The Lone Ranger would defend others when they couldn’t defend themselves. Today, we’re much more sophisticated than the Old West, [...]
You've probably heard the phrase "soft landing" a lot lately. It has, over the last couple of months, become the new economic consensus. The economy continues to perform better than expected despite the Fed raising interest rates steadily - and fairly rapidly - over the last year. The most recent hike was just this past week and put the Fed [...]
The US economy was supposed to be in recession by now, right? The yield curve inverted almost a year ago and a slew of other reliable recession indicators have been flashing red for some time. Why not this time? Could the unprecedented response to COVID be to blame? Joe Calhoun connects the dots in the 7th issue of Follow the Money, [...]
No good deed goes unpunished. And how true that is when the government, at any level, gets involved. The federal government has a full-on press pushing Americans to get rid of their gas cars and trucks and embrace the electric vehicle, although it appears there’s not a rush to be the first one on the block with an EV. Currently, [...]
*This week's Market Pulse will be a short one, as Joe is on a well-deserved weekend getaway. This market rally from the lows of October 2022 continues to surprise and impress. It started off as a very narrow rally where a few big tech names were pushing the S&P 500 higher, but there is much more participation now. This stock [...]
Industrial Production turns negative. Disclaimer: This information is presented for informational purposes only and does not constitute an offer to sell, or the solicitation of an offer to buy any investment products. None of the information herein constitutes an investment recommendation, investment advice or an investment outlook. The opinions and conclusions contained in this report are those of the individual [...]
The US economy was supposed to be in recession by now, right? The yield curve inverted almost a year ago and a slew of other reliable recession indicators have been flashing red for some time. Why not this time? Could the unprecedented response to COVID be to blame? Joe Calhoun connects the dots in the 7th issue of Follow the Money, [...]
A few weeks ago, it appeared to me that stocks were starting a correction. I was clearly wrong about that as the S&P 500 and NASDAQ have moved higher since then and the rally has broadened out. And thank goodness since the things I own are mostly the parts of the market that benefitted from the broadening. Stocks tend to [...]
I spend a lot of time asking questions. I don't always have answers to these questions but I think it is critical to ask them. Think about how the consensus might be wrong or, more importantly, how you might be. Question the narrative and try to determine what's important and what's not, who you can ignore, and who merits your [...]
The US economy was supposed to be in recession by now, right? The yield curve inverted almost a year ago and a slew of other reliable recession indicators have been flashing red for some time. Why not this time? Could the unprecedented response to COVID be to blame? Joe Calhoun connects the dots in the 7th issue of Follow the Money, [...]
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