The Most Important Story in Finance No One Is Talking About

The most profound seismic shift in the global monetary bedrock in decades is happening right now, right before our very eyes… and no one seems to notice or care.  But eventually, they’ll have to.   As I’ve been warning investors, we are rapidly shifting into a new regime. Inflation is forcing the Fed’s policy hand in…

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How to Know Your Investment Outcome in Advance

Growing up, I loved to watch and play baseball and I was an avid baseball card collector, but it wasn’t until I was in my teens that I recognized the importance of all of those statistics kept for each player.   Being numbers-oriented as I am and a baseball enthusiast, it was only natural I would…

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This Market Calls for Defense & Caution

Here’s what sector performance looks like right now: Consumer Discretionaries (XLY) is down -13.2%.  Technology (XLK) is down -16.32%. Communications Services (XLC) is off by -19.78% year-to-date… And it’s still only April! Think about this for a minute…  These three sectors XLY, XLK, and XLC account for two-thirds of the market cap of the S&P…

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Here’s What Netflix Is Signaling for the Rest of the Market

On Tuesday, Netflix reported earnings that disappointed the Street. As a result, the stock imploded, dropping by over 25%.   Netflix shares have been part of the “club” – the mega-cap market leaders known as the FAANGMs (Facebook, Amazon, Apple, Netflix Google, and Microsoft). First, Facebook disappointed. Now it’s Netflix. The Generals are getting shot one…

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