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
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
The DJIA hit a 4-month low on Wednesday but then bounced - as fears of "higher for longer"interest rates diminished The 2-year Treasury yield hit…
Victor Adair5 March 2023
Interest rates keep rising Incoming inflation data has been hotter than expected; forward markets are now pricing another 75bps increase from the Fed (25 bps…
Victor Adair26 February 2023
Interest rates rose again this week; stocks, bonds and gold fell while the US Dollar rallied I began last week's Notes by pointing out that…
Victor Adair19 February 2023
Key Turn Date - February 2, 2023 - The Fed Will Be Higher For Longer The market was "Fighting the Fed" for the past couple…
Victor Adair11 February 2023