As we head into the final two trading days of June, in advance of both a new month and quarter, we expect to see significant fund flows into stocks from retirement funds, pensions, share buybacks, etc. The investing public is beginning to come back into stocks, as are institutional investors…
Read MoreDo you believe in history repeating?
I’m Getting a 1995–2000 Vibe.
From 1995–2000, Nasdaq rose from 750 to 5132, soaring 584%. Over a 3 year time frame more than 500 companies went public that more than doubled on their first day of trading.
Read MoreThe Jekyll and Hyde that is Fed Chair J Powell made another appearance yesterday, but instead of the ultra-hawisk Powell from the Jackson Hole Wyoming speech of last August (which crashed the markets) we got the sweetheart J Powell that, without question IMO, wanted to see stocks and bonds rise further still.
Read MoreJ Powell came heavy Wednesday, raising rates as expected by .50%, but hawkish without question, targeting a peak rate of 5.1%. While the Fed broadly likes what they see regarding inflationary trends, their big concern is employment, specifically wage pressure/inflation. This is what has the equity markets concerned…will the Fed break something again…this time the jobs market.
Read MoreGood Thursday morning all. After solid back to back days our markets gave a bit of it back yesterday but we remain buyers into what we expect to be a solid move higher into the midterms and year end. Sentiment, seasonality and analytics are combining to make a strong case for a significant bear market rally.
Read MoreGood Thursday morning all. Yesterdays action at the open was solid, only to be met by a warning from JP Morgan CEO Jamie Dimon that the US economy was potentially facing a “hurricane” going forward. When Dimon speaks investors listen and the big open turned into big losses by midday.
Read More
"Kip's VRA financial newsletter is a MUST read for every saavy investor in this country. Disregard it at your own peril. His mantra is my mantra. Kip Herriage's newsletter is my financial Bible."
--Wayne Allyn Root
2008 Libertarian Vice Presidential candidate
Author, "The Conscience of a Libertarian"
Powered by Squarespace.
