Some of the smartest market forecasters, analysts and chief investment officers are predicting that the first half of 2022 could be quite a turbulent time for the stock market. This is because the Fed will taper quantitative easing (QE) by the end of March, followed by three interest rate hikes. Recently, Fed Chairman Jerome Powell […]
Investors are having to deal with a whipsaw market, where huge price swings and fierce sector rotation are making it very difficult to get a sense of sustainable direction and where everything isn’t just a short-term trade. Eye-popping inflation data for November has rattled even the most ardent bulls, as it led to the Fed’s […]
Hardly a day goes by when investors don’t get a dose of bullish news about the real estate market and the spectacular gains being made in home prices within most regions of the country. Now with the Fed looking to taper as inflation reaches levels not seen in 39 years, it makes one wonder how […]
The market has entered what I like to term a “work zone” or “construction area,” where everyone is wearing a yellow vest and a hard hat. No one has left the job site, but no one is taking the undo risk of getting injured either. Last week, we saw how one can get hurt badly […]
What a difference a day makes. Black Friday turned into Red Friday after the pandemic took a new turn for the worse. Is it déjà vu all over again? Do we have control over COVID-19, or does the coronavirus have control over us? The narrative for the pandemic finally coming to an end just went […]
This is my third piece in a series of columns about the compelling investment thesis that is currently unfolding with regard to getting long in the Russell 2000. It also will be my last set of thoughts on this topic, because after this week, it’s my view that the train will indeed have left the […]