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Daily Journal archiveBond Market Stress Declines… For Now
Read articleDollar General Covered Call Update
Read articleExclusive Excerpt: Special Situations in Stocks and Bonds
Read articleMarket Insider Video: The Fourth-Quarter Stock Market Set-Up
Read articleSpecial Report: Deadly Biases
Read articleThe Only Number Fed Chairman Jerome Powell Cares About
Read articleMoody’s Shows “Hidden” Defaults on the Rise
Read articleSpecial Access: “The Little Book of Picking Top Stocks”
Read articleExpect More Upside Now That Rate Hikes Are “Over”
Read article“Don’t Be One Of Them”
Read articleSeveral highly reliable signals suggest a recession is imminent. The Institute of Supply Management (ISM) Purchasing Managers Index (PMI) fell to 46 in June. Over the last 70 years, similar levels have indicated the U.S. was already in a recession with very few false positives (from Charlie Bilello via Twitter on July 3)…
Read articleAnd as Michael Kantro – Chief Investment Strategist at investment bank Piper Sandler – reminds us, every impending recession looks like a “soft landing,” until it doesn’t (from Kantro via Twitter on July 22)…
Read articleThe LEI has also now contracted for 15 consecutive months, a streak that has only occurred twice before: during the severe recession of 1973-1974 and the Great Financial Crisis of 2007-2009 (from Liz Ann Sonders via Twitter on July 21)…
Read articleThe Federal Reserve’s preferred measure of the U.S. Treasury yield curve has never been this inverted without a severe recession following (from Ian Harnett via Twitter on July 5)…
Read articleThe Conference Board’s Leading Economic Index (LEI) – which tracks a basket of indicators whose changes tend to precede changes in the real economy – also declined again in June, bringing its current “peak-to-trough” drawdown to -9.9%. Since 1960, contractions of this magnitude have only occurred when the economy was already in a recession (from Liz Ann Sonders via Twitter on July 21)…
Read articleU.S. households’ net worth is declining sharply for only the second time in 35 years (from Game of Trades via Twitter on July 7)…
Read articleInvestment Chronicles Issue 04
Read articleDefaults Triple – But Market Thinks They Won’t Stay This High.
Read articleTrade Alert: Buy to Cover Vornado Realty (NYSE: VNO)
Read articleVideo Did Not Kill The Radio Star
Read articleMarket Insider Video: How to Play The ECB’s Next Rate Move
Read articleA Grounded Travel Company Prepares For Takeoff
Read articleIt’s Like Treasuries On Steroids
Read article