There are three things I want to see before I utter the words “the bottom is in”. One of those three are Q3 earnings revisions… they are coming and this is one big reason why…
Sell this Bounce… and Why NZ is Worth Watching
We are in the midst of a bear market rally – but I don’t trust it for three reasons. Separately, is New Zealand a canary in the coal mine regarding the impact of raising interest rates?
Recession: The ‘Cost’ of Unwanted Inflation
Today the Fed reminded us they have one objective (and only one): to bring inflation back to its target level of 2.0%. However, the unspoken narrative was sacrifices will need to be made (i.e. expect a recession)
Worst 6-Months to Start a Year Since 1970
It’s becoming increasingly likely we will see a recession next year (maybe before). And there’s one thing that every recession has in common post 1950 — aggressive Fed tightening into a slowing economy.
For a full list of posts from 2017…