Yield-Curve Inversion Is Gone
Fed Funds has dropped 75 basis points, but the 30-year Treasury Bond has increased in yield by 1 basis point. There is no inversion now.
top of page
The Feed
Oct 173 min read
A New Big Bet of Mine
F inancial Select Sector SPDR Fund (XLF) is up 26.7% year-to-date and is up 5.2% in October. The ETF is very large. The top 10 holdings...
Oct 82 min read
Rates Are Rising
Betting against stocks hasn't worked this year, but rates are rising despite the FOMC action last month.
Jul 173 min read
Just Buy Stocks (and Lose)
"Long and wrong" is something I have experienced a lot over my 40+ years of investing, but I am currently suffering from a non-rhyming...
Jul 112 min read
The Top Has Been Getting Taller, But Stocks Have Peaked
I have been sharing my negative views on stocks here since March 5, when I discussed my outlook for Nvidia (NVDA) and Super Micro (SMCI)....
Jun 113 min read
Still Cautious on Stocks!
The S&P 500 , at an all-time high, has gained 85% over the past five years, and SPY is up140% since 3/23/00. The market seemed overly cheap
May 24 min read
I Am Still Cautious on Stocks
Stocks have been volatile recently! The S&P 500 looks like it topped in April and it has bounced since that pullback. It's up ahead of...
Apr 214 min read
How Low Can Stocks Go?
Stocks were hammered this past week. It was the worst move on the S&P 500 in a while. That index fell each day, pushing it to six...
Apr 103 min read
Stocks Are Scary
5 weeks ago, I wrote my first piece on this blog on regular stocks. I had written a piece about cannabis stocks, which I have been...
bottom of page