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July to Mid-August Rally Followed by Late August Swoon—What’s Next?

July to Mid-August Rally Followed by Late August Swoon—What’s Next?

September 2, 2022
“And when things start to happen, don’t worry don’t stew, just go right along, you’ll start happening too.” ...
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Capitalism—The Best Game in Town

Capitalism—The Best Game in Town

September 1, 2022
Most economists and analysts don’t deal with longer-term trends, which are harder to predict because the variables fluctuate and...
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Was July Just a Dead Cat Bounce in a Bear Market or the Start of a New Bull Run?

Was July Just a Dead Cat Bounce in a Bear Market or the Start of a New Bull Run?

August 4, 2022
“There’s a reason why your windshield is bigger than your rearview mirror. Where you are going is more important...
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Recession? Income Statement, Yes. Balance Sheet, No.

Recession? Income Statement, Yes. Balance Sheet, No.

August 3, 2022
The financial world was all abuzz earlier this year about inflation. Now that the Federal Reserve has raised rates...
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Recession Odds Raised as the Federal Reserve Fights Inflation

Recession Odds Raised as the Federal Reserve Fights Inflation

July 6, 2022
The recently released data on the consumer price index suggests that inflation hasn’t been tamed, with “headline” rates remaining...
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Limping Into the Locker Room at Halftime. What’s in Store for the Second Half?

Limping Into the Locker Room at Halftime. What’s in Store for the Second Half?

July 5, 2022
“The stock market has predicted nine of the last five recessions.” —Paul Samuelson Wow, we can do without...
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Staying Calm Despite Transitions in the Market and Economy

Staying Calm Despite Transitions in the Market and Economy

June 2, 2022
“Patience Is a Virtue.” “Good Things Come to Those Who Wait.” – English Poets, William Langland and...
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Recession: Indicators Say Not Yet

Recession: Indicators Say Not Yet

June 2, 2022
Most of my readers know I use three current indicators to give a warning of an upcoming recession. These...
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April Tested Investors’ Souls, But We Stand By Our Base Case

April Tested Investors’ Souls, But We Stand By Our Base Case

May 5, 2022
“ And now you know the rest of the story.” — Paul Harvey, Iconic American Radio Broadcaster Stocks...
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Global Economic Slowdown – Recession on the Horizon?

Global Economic Slowdown – Recession on the Horizon?

May 2, 2022
We in the U.S. aren’t alone in our economic concerns. Most of the trends that are negatively affecting our...
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Patience and Poise Is Required…Still Positive but Expect More Sobering Returns for the Year

Patience and Poise Is Required…Still Positive but Expect More Sobering Returns for the Year

April 8, 2022
“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been...
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Where Is the U.S. Economy Headed? Three Possible Scenarios

Where Is the U.S. Economy Headed? Three Possible Scenarios

April 7, 2022
Many remain concerned about the path of the U.S. economy and subsequently, the U.S. stock market. While it remains my...
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