Inflation Has Not Peaked Yet

Consumer Price Index (CPI) data was released yesterday and it’s a doozy. In case you missed it… the CPI climbed to 9.1%. That’s a 41-year high. Not only is inflation at a four-decade high, but the momentum with which it has happened has the Fed scrambling for answers. The increase in consumer prices in June…

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The Rules of the Investing Game Have Been Replaced

I spent last week with family, vacationing at a Minnesota lake my parents first took me to in the sixth grade. I immediately fell in love with the fishing and the beautiful outdoors.  I would go there five more times with my parents, and once my career settled in, I started visiting again. And now…

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Is a Bear Market Rally on the Horizon?

On Wednesday, the Federal Reserve raised its short-term interest rate by three-quarters of a percentage point. It’s the largest hike since 1994.  Federal Reserve Chair Jerome Powell and other board members seem determined to reach their 2% inflation target and are concerned about falling behind in their fight against inflation. Perhaps Captain Obvious needs to…

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Bear Markets Are Nothing to Fear

This year’s stock market has been unlike many have seen in their lifetimes.  Dramatic declines have been followed by powerful rallies… but at the end of the day, the net trend of the market has been lower.     At its recent low, the S&P 500 is down 18% from the beginning of the year.    This has…

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They Want You to Lose – I Want You to Win

It’s Chris here with a very important message… While it may appear that demand is finally in control at the moment… it’s almost guaranteed to be temporary.  It’s incredibly important that you don’t lose sight of the fact that it leads to the setup of the greatest, easiest, most obvious Bearish trades this summer.  People…

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To Survive This Market You Need to Stack Your Returns

No question about it, this has been a challenging year for investors.   Most asset classes continue to post negative returns.  Between April and May, investors saw the S&P 500 post seven consecutive weekly declines before staging a rally last week.    Noticeably missing is the customary positive returns that bonds often provide during periods of stock…

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Are You Recession-Ready?

Are we headed for a recession? The growing evidence that suggests the answer to this question is, unfortunately, yes.    U.S. GDP fell at a 1.4% annual rate in the first quarter – another quarter of negative growth would officially mark a recession. Those who think a recession can be avoided are of the groupthink that…

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