Category: Market commentary
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Winter Is Not Coming, but Is a Recession?
The “R” word faded in 2023. A closer look at the indicators that still point to risk.
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Ticking Time Bomb: The Wall of U.S. Debt
How the country’s debt load grew, and why the wall of maturing debt deserves investors’ attention.
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Is the Stock Market Broken?
When a few stocks carry the index, what does “the market” really measure?
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2024 Stock Market: Bull or Bear Case?
The Magnificent Seven, a relentless Fed and the arguments on both sides heading into 2024.
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Are Small-Cap Stocks the Canary in the Coal Mine?
What small-company stocks may be signaling about the broader market and economy.
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Trick or Treat? Will 2024 Become the Next 2008 Crash?
Comparing today’s conditions with the run-up to 2008, and why the comparison is useful but not exact.
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Déjà Vu: Will the 2022 Housing Market Crash Like 2008?
Every outlet is talking about a housing slowdown. What’s similar to 2008, and what’s different.