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“It’s hard to be a contrarian for very long these days …
…because the consensus seems to change so quickly,” opined Ed Yardeni via LinkedIn last week. We’ve certainly seen a shift…
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Bullish or Bearish?
After last year’s geopolitical turmoil, economic malaise, and tumultuous stock market decline, many financial professionals – from investors to asset…
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It’s being called the “Goldilocks” report.
Last Friday, we learned that demand for workers in the United States remained strong in 2022. The unemployment rate dropped…
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It’s finally over.
2022 was a dismal year for financial markets. Major United States stock indices moved lower, trimming or eliminating the previous…
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What a year!
In some ways, it feels as though we lived through several years in 2022. The onslaught of events included, “The…
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Bad news is bad news, once again.
For months, investors have cheered bad economic news. When the United States economy showed signs of weakness, stock markets often…
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What comes next?
The U.S. stock market tends to be a forward-looking vehicle. Investors make decisions today based on what they think may…
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What will it take to slow this economy down?
In 2001, railway workers slowed a runaway train in Ohio by latching a second engine to the back of the…
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There was a shift in the winds of monetary policy.
Last week, it became clear the Federal Reserve (Fed) had softened its hawkish stance. The minutes of the central bank’s…
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Thanksgiving and football go together like turkey and stuffing.
For some families, though, this year may be more like a turducken, stuffed with American football and the sport the…