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The Fed’s Transitory Inflation Argument Debunked.
The August 2020 Federal Reserve Jackson Hole meeting produced a generational shift in monetary policy in which the central bank abandoned its staunch 40 year inflation-fighting posture. Income Growth Advisors, LLC (IGA) has been warning of higher interest rates,
The Greater Fool Theory and Jenga Mirror Today’s Market
Current market valuations are extreme, but overvaluations can persist for long periods before a market peaks. Today, several negative factors are increasingly weighing on the market, while the benefit of the economic recovery is increasingly being fully discounted
Major Warning Signs Point to Market Top
The US stock market is forming a major market top. Valuation measures, price charts, decelerating earnings in leading tech stocks, broad-based margin deterioration, inflation, rising interest rates, and rising taxes are increasingly weighing on equity valuations. These growing
Delta Variant Pauses Reflation Cycle
COVID-19 is still the leading global market factor Rising interest rates pause with Delta Variant Great Rotation could drive 800% outperformance Inflation could torpedo benign interest rates Natural Gas is an energy leader
Inflation Drives the “Great Rotation”
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
Rising Rates Drive Inflationary Market
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.