Is a zombie recession coming? (By that, we mean that renewed fears of a “hard landing” recession have emerged from the grave and are walking among us.)1 Many analysts were convinced that the U.S. economy could achieve a coveted “soft landing,” but they might be overly optimistic. Want to skip
The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied.1 And then tumbled as investors got jittery.2 Then yo-yo’d a bit more. Fear and greed are the two halves of the investor psychology coin. When investors are feeling greedy and
It’s official. The bear market is behind us. The S&P 500 finally hit a new record for thefirst time since 2022. And then notched multiple higher highs in the days thatfollowed.1 That means it has passed the final bar to formalizethe bull market in stocks that started after the October
How did 2023 go for you? Let’s take a moment to review some of the year’s major market and economic trends. (Before I sign off, I’ll also pass along a few thoughts about what 2024 could have in store.) AI became a major tech trend1 After ChatGPT launched in late
Quick question: What do you usually find yourself reading? News summaries, headlines, and quick bits to keep yourself updated? Or longer reads like books and articles? We’re ever more inundated with information that’s eager to capture our attention. We click because we want to stay up to speed and avoid
What’s going on with markets? Why does the federal government keep getting into fiscal fights? A lot is going on, so let’s discuss. Why did markets melt down? A combination of things. Some negative news about home sales and consumer confidence created fresh concerns about the state of the economy.1