Strong economic growth and inflation are persistently driving the “great rotation” from growth stocks to cyclical stocks. Were it not for the historically low Treasury yields, which make stocks attractive by comparison, the S&P 500 stock index’s overvaluation
Interest rates are rising rapidly, ending a 40-year bond bull market and shifting the economy from deflationary to inflationary. Rising interest rates are replacing COVID-19 as the main factor driving global economies and markets in 2021.
Heading into the second quarter, the US economy is rapidly strengthening with COVID-19 cases plummeting and vaccinations driving the US toward herd immunity. Further economic strength will come from the $1.9 trillion “CARES Act” - Corona Virus Aid,
Is the Reddit revolution a sign of the top? Buffett and Shiller indicators flash extreme caution. Do social media companies foment violent extremism? Why the tech bubble should burst. International equities and commodities make sense.
The pandemic will end, the economy will recover, and interest rates will rise. The bond market’s 40-year bull run is over. Interest rates are rising, and bonds should be sold. The stock market bubble is poised
Political Uncertainty Continues Caution! Historically high valuations and exuberant sentiment Rising interest rates drive growth to value rotation Rising Covid-19 lockdowns could trigger a Q1 correction Antero Resources (AR) and Antero Midstream (AM) are compelling natural gas stocks The great