It’s As Simple As Following Price

YOU DON’T FIGHT THE FED. It’s a long-standing market adage.  But so too should be: FOLLOW PRICE. At the end of the day, only price matters.  I bring that to your attention as an important, critical reminder to never lose sight of what’s important.  Because, regardless of all the talk of rate hikes, recessions, housing,…

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This Has Everything to Do with Rising Rates

In case you missed the memo, 2022 has been all about rising bond yields. It’s undeniable. We can’t talk about stocks without including a conversation about the bond market.  More specifically, the direction of bond yields. Yields are once again pushing up against their June highs, so investors must understand the correlation between the equity…

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