• Sections
    • Investing
      • Technology
      • Big Picture
      • Media
    • E-Commerce
      • Disruption
      • Healthcare
        • Financials
    • Videos
      • Planning
      • Interviews
      • Podcast
  • About Us
  • Top Ideas
  • Sign-Up
  • Live
  • Follow
  • Follow
  • Follow
  • Follow
Fed Pivot is a “BS Narrative”

Fed Pivot is a “BS Narrative”

by Mark Bunting | Oct 7, 2022 | Big Picture, Blogs, Canada, Investing, Media, Stocks, United States

Stop. Just stop. The narrative that the Federal Reserve is going to “pivot” and slow its inflation-fighting interest rate tightening cycle or pause or even start cutting rates soon is not going to happen. For one, the U.S. two-year yield, an indicator of...
Is the Fed Leading the Economy Straight Into a Recession?

Is the Fed Leading the Economy Straight Into a Recession?

by Mark Bunting | Mar 22, 2022 | Banking, Big Picture, Blogs, Investing, United States

Reading or hearing about government bonds can be boring for many investors because they’re not as sexy as stocks. But there are times when bonds and their movements really matter, which is now. Short-term U.S. Treasury yields continue to surge as investors price...
“Sell Any Rally” Says Strategist Catching Up to Market Reality

“Sell Any Rally” Says Strategist Catching Up to Market Reality

by Uncommon Sense Investor | Mar 7, 2022 | Big Picture, Blogs, Investing, Media, Stocks

Better late than never for Mike Wilson. Last fall, the Chief U.S. Equity Strategist and Chief Investment Officer at Morgan Stanley, was bearish while the bull market kept raging. Then, in January, when cracks started to show in the stock market, Wilson was telling...
Oil Shocks + Rising Rates Preceded Recessions 10 of 10 Times Since 1954

Oil Shocks + Rising Rates Preceded Recessions 10 of 10 Times Since 1954

by Uncommon Sense Investor | Mar 4, 2022 | Banking, Big Picture, Blogs, Canada, Investing, Media, United States

This is ominous. Major run-ups in oil prices when put together with the U.S. Federal Reserve raising interest rates has caused a recession 100 per cent of the time over the last 68 years. That’s according to compelling research by Josh Steiner, CFA, Sector Head,...
Is Fed Doomed to Repeat Endless Cycle?

Is Fed Doomed to Repeat Endless Cycle?

by Mark Bunting | Jan 25, 2022 | Banking, Big Picture, Blogs, Investing, United States

The Federal Reserve appears to be stuck in an endless cycle. One of leaving interest rates too low for too long, creating market bubbles, seeing those bubbles pop, leading to stock market downturns and sometimes recession, leading to a lowering of rates again despite...
« Older Entries
  • Three Top Ideas for the Long-Term.
    September 15, 2023
  • U.S.A. vs. Google. What’s at Stake? Three Potential Scenarios.
    September 9, 2023
  • RH Has Big 2024 in Store for Patient Investors.
    September 9, 2023
  • GDP Boom a Mirage As Barbenheimer/Swift/Beyonce Effect Fades.
    August 25, 2023
  • Have Programmed Trading & Investor Behaviour Irrevocably Changed the Investing Game?
    August 18, 2023
  • These Stocks Could Rise Three-to-Five Times.
    August 18, 2023
  • Three New Videos: Economic Cycle Bottomed? Why This Market is Like ’87 & ’98-’99; This Stock Could Have Meta-Like Resurgence.
    August 4, 2023
  • Manager Who Called New Bull Market Still Bullish
    July 30, 2023
  • Five Reasons Economy Has Shifted to “Rolling Expansion.”
    June 30, 2023
  • AI Winners & Losers
    June 14, 2023
  • Stock Idea to Capitalize on “Enormous Amounts” of Infrastructure Spending
    June 9, 2023
  • “We Have 25% Cash and Have Hedged 25-30% of Our Portfolio.”
    June 7, 2023
  • “The Glass is Half-Full for the Companies We Own.”
    June 4, 2023
  • Why Economic and Earnings Recessions May Already Be Over
    May 26, 2023
  • Meta’s Big Plan to Grow WhatsApp
    May 20, 2023

About Us

Providing investors with independent insight, analysis, and education with a special focus on technology and how it’s rapidly changing how we live and having an impact on investment opportunities.

Sign Up

Thanks for submitting!

Subscribe

Privacy Policy | Terms of Use
  • Follow
  • Follow
  • Follow
  • Follow