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Inflation is wrecking the financial boom which commenced in 1981. Both stocks and bonds have been consistent winners since the 10-year US Treasury yielded 15.6%

Today’s record inflation unequivocally shows that we have entered a new inflation cycle. With the Russian invasion of Ukraine, inflation risks will increase further due

The US market uptrend broke this past January and signaled a market top that could lead to a 45% decline in the S&P 500 over

The execution of the Fed’s reversal of its accommodating policy will dictate stock and bond market’s performance in 2022. In 2022, the “TINA” trade or

The 60/40 model is broken. Inflation is rising rapidly, and the Fed is scrambling. Inflation and Fed taper end 40 year bond bull market. Fed’s

  Decelerating tech momentum, slowing economic growth, declining consumer confidence, inflation, political rancor and flagging mental health are creating a socio-economic malaise that will undermine

LNG will power the global decarbonization transition. Tellurian is a potential game changer. Tellurian will export low-cost US LNG to high-priced international markets. Is Charif

The August 2020 Federal Reserve Jackson Hole meeting produced a generational shift in monetary policy in which the central bank abandoned its staunch 40 year

Current market valuations are extreme, but overvaluations can persist for long periods before a market peaks. Today, several negative factors are increasingly weighing on the

The US stock market is forming a major market top. Valuation measures, price charts, decelerating earnings in leading tech stocks, broad-based margin deterioration, inflation, rising

COVID-19 is still the leading global market factor Rising interest rates pause with Delta Variant Great Rotation could drive 800% outperformance Inflation could torpedo benign

Strong economic growth and inflation are persistently driving the “great rotation” from growth stocks to cyclical stocks. Were it not for the historically low Treasury