Author: Liz Young
A financial pro breaks down tech stocks
Check on Your Tech No matter which way you slice or dice it, Technology stocks have had a tough go in this environment. Since the …
An investment pro breaks down the Fed’s November statement
Slow Your Roll It seems that every Fed meeting this year has felt like the most important Fed meeting. Today was no exception (although we’ll likely say …
It’s time to add classic recession positions to your portfolio
By now, we’re desensitized enough to the word “recession” that the mention of it doesn’t send us into a tailspin. The current probability of a …
Are markets poised for improvement? An investment pro weighs in
A Breadth of Fresh Air? After suffering a painful September (S&P 500 -9.3%), October’s month-to-date performance of +3.1% feels pretty spectacular. At the time of this …
How well is the Fed fighting inflation? An investment pro weighs in
How Would You Like that Cooked? The Federal Reserve’s move to increase the Fed Funds Rate (FFR) by another 75 basis points to an upper …
Is the stock market headed for a quick and painful drop?
Tough Love This week’s CPI report served up tough love for both bulls and hopeful doves. The rally that took us back above 4,000 on …
Can we expect new market lows if a recession is coming?
Still Between the Uprights In celebration of the start to the NFL’s regular season this week, please humor my football analogies and shameless plug for …
What August tells us about the market ahead
Asset returns were broadly negative during the seasonally low volume month of August. The Federal Reserve reiterated its commitment to fighting inflation and restoring price …
China vs US: Whose economic policy will work?
Separate Ways, Worlds Apart For many months, we have focused almost unilaterally on the path of tightening by the Federal Reserve, and what the next …
Investment pro: Housing doesn’t look good, but this ain’t 2008
We’re at a point in the economic cycle where depending on your opinion of whether we’re headed for a serious downturn or not, you can …
Is inflation finally cooling off? An investment pro weighs in
Running of the Bulls Bullish sentiment was the star of the show yesterday as year-over-year July CPI came in at 8.5% — below estimates and …
Is yet another fed rate hike coming? Money pro weighs in
Returns were positive across most asset classes in July, a welcome development after a tough June. Interest rates declined broadly on fears of a downturn, …
Are we headed into a recession? This money pro weighs in
The Earnings Engine that Could With roughly 65% of S&P 500 companies having now reported their Q2 results, the verdict is nearly in and earnings …
Investment pro breaks down what the latest fed rate hike means
Hot Hike Summer It’s hard to believe we’re only four hikes and just over four months into this hiking cycle. The Federal Open Market Committee …
Tread carefully into the market this summer, investment pro warns
A Tale of Three Spreads I’m not talking about a mezze platter. In this macro-obsessed environment, I want to take a moment to focus on …
Here’s why ‘recession angst’ is intensifying, investment professional says
Recession Angst Intensifying While performance across most assets has been less than inspiring thus far in 2022, there’s been a notable tone shift of late. …
Investment professional: Inflation may be bigger problem than thought
Running Out of Steam The opening paragraph of my 2022 Outlook, titled “Running into the Wind,” included this phrase: “As a runner, and one who …
How recession & inflation fears affect stocks: An investment professional weighs in
Raindrops on Rallies and Wobbly Conviction Since the S&P’s most recent low on June 16, the market has made an attempt at a rally. Despite …
Should you be investing in oil when there’s high inflation? An investment professional weighs in
One is the Loneliest Number Energy is the only sector in the S&P 500 that’s positive over 3-month, 6-month, and year-to-date periods. If we take …
Is it too late to avoid an economic recession?
Tick, Tick, Boom These are historic times. We got another piece of data yesterday, but the puzzle is still not solved. The Federal Reserve …
Should investors really be taking risks during inflation?
Plenty of Room at the Hotel Cash-ifornia Spoiler alert: a lot of money has flowed out of risk assets this year. As of the end …
Worried about how inflation is affecting your stocks? Read this
Casting a Wider Net The new term du jour is “bear market rally,” and the exercise du jour is trying to determine if any uptrends …
Got the market ‘slowdown scaries?’ Here’s why it may actually be good for homebuyers
Slowdown Scaries There are a number of indicators that attempt to predict a slowdown before it starts, one of which is the Conference Board’s Leading …
Consumers are still spending big even as inflation soars. Here’s why
It’s Not Over Till It’s Over The good news is that when this rough patch is over, we can look back on it as another …
Is inflation about to cool off?
Sticky Situation We all hoped for a cooler April Consumer Price Index (CPI) print, and technically we got one — 8.3% year-over-year vs. March’s 40-year …
Inflation is the highest it’s been in 40 years. Here’s why
50 is the New 25 Earlier this month, the Federal Open Market Committee (FOMC) announced a 50-basis point increase in the Fed Funds Rate to …
Is time still the key to successful investing?
I Got Five on It What went up, came back down. From the most recent S&P low on Mar 8, the index ripped higher by …
