Author: Liz Young
What the Silicon Valley Bank failure means for investors
Bad Moon Rising Last week’s events surrounding Silicon Valley Bank & Signature Bank, just to name a couple, served as a painful reminder of how quickly …
What are the stock market’s biggest red flags right now?
Chutes and Ladders With Chairman Powell’s testimony marking another message of “data dependency,” I can’t help but feel like every data point either sends the market …
Latest stock market trends reveal some good and not-so-good news for investors
Get Shorty My first job out of college was as a trader for a trust company, in a department called automated cash management. That meant I …
The 2023 stock market so far: Up, up and …?
Splitsville This may be one of the more short-term oriented posts I’ll write, but we’re in an era of short attention spans and a market walk …
Watch out: The latest market trends may look good on paper, but bad in reality
Same Same, but Different Different This week’s big news story was, yet again, about inflation. January headline CPI came in above expectations but slightly below December. …
Why this might be one of the hardest financial cycles of our lifetime
The Future Is Further Away Recently in a CNBC interview, I admitted what I’ve gotten wrong so far in 2023 is that I thought it would …
An investment pro breaks down the Fed’s February statement
Close, But No Cigar In its first statement of 2023, the Federal Reserve raised its target policy rate by 25 basis points (bps) to an upper …
A financial pro looks at 5 undeniable truths about the 2023 market
Walks Like a Duck, Quacks Like a Duck In recent weeks, due in large part to a market rally that kicked off the year, the …
An investment pro looks at China
Much Ado About China Although China is rarely noticeably absent from headlines, its return to being top of mind has been feverishly fierce in recent …
Why this investment pro is eyeing the services sector
Check Engine Soon That’s the dashboard light no one likes to see. Occasionally it’s a simple malfunction and no big deal, but other times it’s …
An investment pro looks at the 2023 market so far
Start Me Up Well, we certainly had ourselves a scary little Christmas, with the S&P ending down 6% for December, after the much hoped for …
An investment pro looks ahead to 2023
A new year is supposed to be a time of fresh starts, enthusiasm for what’s to come, and resolutions to do something different. But starting …
A financial pro breaks down the Fed’s December statement
Let it Slow, Let it Slow, Let it Slow Last December, I wrote a column about the Fed’s final statement of 2021 with a section …
Feliz Navi-Dow: An investment pro weighs in on market divergence
It’s Beginning to Look a lot Like Contrast Happy December, everyone. With the beginning of this merry month comes the time of year when I …
An investment pro looks at retail health ahead of the holidays
Spend Game It’s mid-November, which means we’re about to embark on the beloved holiday season. For most, the holidays mean eating, drinking and being merry. …
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 …
