Author: Liz Young
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 …
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 …