On September 18, 2024, the headlines read the Fed cut the Fed Funds rate by 50 basis points. At...
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The “Everything Market” Could Last A While Longer
We are currently in the “everything market.” It doesn’t matter what you have...
Tax Cuts – An Examination Of The 2017 TCJA Impact
A funny thing about bull markets is that investors develop a very short memory about the previous...
Agency REITs For A Bull Steepener
In our recent two-part series on the yield curve (Part One Part Two) we discussed the four...
50 Basis Point Rate Cut – A Review And Outlook
Last week, the Federal Reserve made a significant move by cutting its overnight lending rate by 50...
Market Declines And The Problem Of Time
A funny thing about bull markets is that investors develop a very short memory about the previous...
Trump Or Harris: Corporate Tax Winners And Losers
Not surprisingly, Donald Trump and Kamala Harris are taking opposite approaches to modifying the...
Momentum Investing Gives You An Edge, Until It Doesn’t
A funny thing about bull markets is that investors develop a very short memory about the previous...
Labor Market Impact On The Stock Market
A funny thing about bull markets is that investors develop a very short memory about the previous...
Cash Cow Clues: Can Dividend Yields Forecast Interest Rates?
We have written many articles and commentaries forecasting interest rates. The analysis has used...
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