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At Close: Jun 03, 2026
World Markets Update: August 31, 2020
03:32pm, Wednesday, 02'nd Sep 2020
Six of eight indexes on our world watch list posted losses through August 31, 2020. The top performer is China's Shanghai with a gain of 11.33%.
Style Tilt: Growth Surge Reshapes U.S. Stock Market In 2020
02:13pm, Wednesday, 02'nd Sep 2020
During the coronavirus downturn and rebound, US growth stocks outpaced value stocks by a record margin.
Of #FOMO And #OnHold
12:04pm, Wednesday, 02'nd Sep 2020
Stock indices remain overbought. Sentiment remains overly positive.
Q3 2020 GDP Expectations, 'Average, Annual' Return, Bespoke's Rotation Risk, And Top 10 Holdings
10:51am, Wednesday, 02'nd Sep 2020
Dr. David Kelly said that he was expecting a 13%-15% Q3 '20 GDP growth rate, after the expected sharp collapse in Q2 '20.
The Link Between Low Rates And A Vibrant Economy
10:31am, Wednesday, 02'nd Sep 2020
Low rates are also supposed to encourage business borrowing and boost employment, but often it also encourages savers to take on more risk than they should when they search for higher yields.
5 Reasons A Stock Correction May Be Imminent
10:21am, Wednesday, 02'nd Sep 2020
The S&P 500 Index looks strong, but is becoming increasingly fragile. A correction may be imminent.
August 2020 Market Commentary: The (U.S.) Market Splits Its Pants
09:25am, Wednesday, 02'nd Sep 2020
Global markets, as represented by MSCI All-Country World Index, or ACWI, were up 6.1% in August led by Japan (catch-up performance after having lagged in July) and U.S.
Technically Speaking: Margin Debt Confirms Bull Market
08:38am, Wednesday, 02'nd Sep 2020
During the past couple of months, I discussed why the 35% decline in March was only a correction and not a bear market.
August/September 2020 Update
06:22am, Wednesday, 02'nd Sep 2020
The world still remains mired in a COVID-vaccine-is-coming holding pattern while the Federal Reserve and US Treasury continue to prop-up stocks, bonds, and hard assets with very low interest rate poli
What Could The Fed's New Policy Mean For Investors?
05:58am, Wednesday, 02'nd Sep 2020
Fed Chair Jay Powell announced a new inflation target policy that allows for inflation to rise moderately over its 2% target for a period of time.
Major Asset Classes: August 2020 - Performance Review
05:36am, Wednesday, 02'nd Sep 2020
The weakest performance in August was in US bonds: Bloomberg US Aggregate Index slipped 0.8% last month, the first setback since March.
Median Household Income In July 2020
05:13am, Wednesday, 02'nd Sep 2020
Political Calculations' initial estimate of median household income in July 2020 is $65,672, a decrease of 0.2% from June 2020's initial estimate of $65,778.
Rationalization: Low Rates Justify High Valuations
01:23am, Wednesday, 02'nd Sep 2020
The basic premise of the interest rate/valuation argument has its roots in the Fed Model, which states that when the earnings yield on stocks is higher than the Treasury yield, you invest in stocks, a
Fed's Inflation Memo Sparked A New Leg Of The Rally: Greer
12:21am, Wednesday, 02'nd Sep 2020
The Fed’s “inflation running hot” memo has created a pivotal point in the market rally, and the resulting asset price inflation is exactly what the Fed intended.
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