There Is No Millennial Investor Market Revolution
Meme stocks create the impression that the stock market has changed. But, new data shows that millennial investors’ influence may be nothing more than a meme.
Read More
Author: Michael Carr
Collateral Damage: Profit Margins in Danger on the Path to “Normal”
Without easy money from the Fed, a margin of 8% to 10% for the economy could be appropriate. While this will help consumers through lower prices, it will hurt company earnings.
Biden’s Budget Is Bearish for Stocks
Pessimists say President Biden’s budget proposal could sink the stock market. Realists understand that final budgets won’t include every idea floated. However, cutting the stock buyback proposal from the budget is the key to avoiding a bearish stock market.
Inflation Expectations Get Ugly
Fed Reserve Chair Jerome Powell has been busy. He must contend with both consumers’ and investors’ rapidly changing inflation expectations.
Fed Chair Powell Follows Volcker’s Lead on Inflation — Why That’s Bullish
Former Federal Reserve Chair Paul Volcker hiked interest rates to the extreme to kill inflation. Powell following suit would be bullish.
Watchlist
