weight

The U.S. economy won't collapse under the "weight" of the Fed based on how these sectors perform despite inflation and oil risks

The U.S. economy won’t collapse under the “weight” of the Fed based on how these sectors perform despite inflation and oil risks

Investors are trying to read the tea leaves on a choppy U.S. stock market to gauge whether its recent rise can continue after Federal Reserve Chairman Jerome Powell sparked bullish sentiment in late November by indicating that his aggressive stock hikes interest rates could slow. “Stock market management is telling you that the economy is …

The U.S. economy won’t collapse under the “weight” of the Fed based on how these sectors perform despite inflation and oil risks Read More »

Some Thoughts on Assets vs Liabilities, Bear Markets vs Recessions, Inverted Yield Curves, and Holiday Weight Gain

Some Thoughts on Assets vs Liabilities, Bear Markets vs Recessions, Inverted Yield Curves, and Holiday Weight Gain

A few charts I came across this week with some thoughts on each: The bear market accelerates the shift from active to passive: This trend has been in place for quite some time now but the bear market is accelerating things. This makes sense if you think about it in terms of a year of …

Some Thoughts on Assets vs Liabilities, Bear Markets vs Recessions, Inverted Yield Curves, and Holiday Weight Gain Read More »