Leaders-Laggards
Here We Go All Over Again
Not Quite As Strong As It Appears
Latest
Weekly Signals
Higher Inflation Risk Remains
The Real Concern
Lead-Lag Live
Michael Belkin on Global Stock Market Tops, and Safe Haven Investment Strategies
Lead-Lag Live Video Of The Week
Closing Thoughts for the Week
Small-Caps and Treasuries Lag as Gold Shines
A Look at Market Performance Amidst Anticipated Rate Cuts
Macro Observations
Shopping For Small-Caps
Tis The Season To Be Discerning
High Yield Spotlight
Covered Calls On Long-Term Treasuries
Create A 14-15% Yield Opportunity
Global View
China Steps Up Stimulus Again
Political Instability Remains A Key Theme
Leaders-Laggards
A Lot Hinges On The Bank Of Japan
Plus - Discretionary Stocks Are The Undisputed Leader
Weekly Signals
Risk-On Behavior Remains In Control
For Now
Lead-Lag Live
Larry McDonald on Strong Dollar Challenges, Silicon Valley Impacts, and Energy Sector Capital Shifts
Lead-Lag Live Video Of The Week
Closing Thoughts for the Week
Bank of Japan’s Rate Hike Dilemma
Will December Deliver a Surprise?
Macro Observations
Just A Reminder That The U.S. Housing Market Is Still Under A Lot Of Stress
While the financial markets focus on whether or not central banks will continue cutting rates, wondering where inflation is headed next or the impact of a global trade war, there’s one risk to the economy that’s never really gone away - the U.S. housing market. I was reminded