The unemployment rate holds steady at 3.6% to remain near 54-year low The numbers: The U.S. added a solid 428,000 new jobs in April, but an acute labor shortage showed little improvement last month and threatens … Read more
Fed 50 vs. Fedoggy#4292 The Fed went 50bp. I will come back to this in a moment, but I need to set the scene properly. Back in 2020, I was expounding that “-isms” were soon going … Read more
PROVEN RESULTS For every month from the year 2000 to the present day, the BTMA analysis system has beaten the market over 85% of the time. In the next section below, you can see how … Read more
“Clearly you don’t want to own bonds and stocks.” Those were the ominous words uttered by billionaire hedge fund manager Paul Tudor Jones (PTJ) this morning during an extensive interview on CNBC’s ‘Squawk Box’. With The … Read more
How vulnerable is the equity market? It’s very susceptible. The cyclically-adjusted price to earnings ratio is running twice as high as the historical average. Meanwhile, Fed is in the early stages of raising official rates … Read more
Stocks hammered as investors grapple with Fed rate path; health-care stocks slump after HCA earnings U.S. stocks fell sharply on Friday to suffer their biggest one-day drop since 2020, as investors continued to weigh hawkish … Read more
Inflation is quickly taking a toll on lower-income American consumers, while higher-income shoppers will continue to spend on premium items RBC Capital Markets analysts say they are already seeing a growing split between how lower-income … Read more
Time To Take Some Risk Off In the non-spicy portion of our previous post (What Does America Stand For Now?), we mentioned it was a good time for Tesla longs to lower their risk. Herewith, … Read more