Without Megacap tech, stock indices have gone nowhere The broad stock market indices tumbled to new April lows Tuesday and Wednesday, but a strong surge…
Victor Adair30 April 2023
Who's going to be right, and who's going to be wrong? Federal Reserve speakers continue to deliver "mixed messages" about future Fed activities/policies. Some speakers…
Victor Adair16 April 2023
Will the Fed choose financial stability over fighting inflation? Markets have been trying to guess when the Fed will stop raising rates for months. There…
Victor Adair9 April 2023
Supercap tech stocks soar, leaving the rest of the stock market behind The Nasdaq 100 is up ~24% from its early January lows to a…
Victor Adair1 April 2023
Classic signs of stress across financial markets The banking sector has been the epicentre of the "stress" which started over a month ago in the…
Victor Adair26 March 2023
Things break when interest rates have been near zero for more than a decade and then rise ~5% in less than a year! Today's blog…
Victor Adair19 March 2023
Break something? The Fed has been raising interest rates for the past year to bring inflation down to its target range of ~2%. For the…
Victor Adair12 March 2023