S&P 500 has given up ~12% in just two weeks. 11 of the past 12 weeks have seen declines.That’s not something you see too often… but it is a time you should be sharpening your pencil… and getting very excited.
Fed Hints at ~3.50% by Year’s End
For the first time since ’94 – the Fed raised rates by 75 basis points. You can lock in 75 bps for July. However, they will need to do a lot more to tame unwanted inflation.
20%+ Sell-Off Great News for Patient Investors
A 20%+ sell off isn’t a time to worry… quite the opposite… it’s a time to get excited and to sharpen your pencils. The Fed is about to gift us a once-in-a-decade buying opportunity…
Bear Market Bounce… Then Down Post Earnings
This market narrative is very much “fire” and “ice” – according to Mike Wilson at MS. “Fire” from the Fed on inflation; and “ice” in terms of lower earnings…
For a full list of posts from 2017…