The S&P 500 fell 2.0% this week, and Information Technology (MW) took the biggest hit. The sector fell 6.4%, the worst of the ...

We are downgrading the “Go Global” portfolio strategy from overweight to market weight and raising “Stay Home” (in the US) ...

I. Bonds We've all been suffering from AI fatigue for a while. The daily news about it has been head-spinning. We've been ...

Last week’s inflation reports came in hot. September’s CPI rose 0.6% m/m, lifting headline inflation from 3.4% y/y in August ...

I. Risk Off Is Back On September 15, we advised our readers to "Proceed With Caution." We postponed our year-end S&P 500 ...

I. Treasury Yields US Treasury yields fell sharply today, extending Wednesday's retreat from intraday highs. The 10-year ...

I. Stocks: Happy Fourth Anniversary! Yesterday marked the fourth anniversary of the stock market bull run. The S&P 500 is up 118.3% since it began. The bull market has survived the pandemic, global ...