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Category: Inflation Watch

Two Steps Forward, One Step Back

In 1970s Redux?, we recently took a look at the long "plateau" periods the stock market periodically goes through between big, secular bull markets. The key chart from that article was this one:
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Bear Market Exhaustion

Anybody feeling tired yet? As we enter the eighth month of this bear market, I'm feeling the exhaustion creeping in. That's amplified by the fact that we've had this head-scratching rally that keeps...running...higher,
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1970s Redux?

In some ways, 2022 seems like a return to economically turbulent 1970s. If we are facing a 70s repeat, how should that affect your investing plan?
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Inflation Rumble: Housing vs. Energy

While investor attention continues to pivot away from inflation and toward recession (see Monday's video), inflation remains a very significant piece of the investing puzzle. The Fed is clearly still fixated on it, which
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What 9.1% Inflation Means for Stocks

The government's latest inflation report was pretty brutal across the board. It's an important — and bad — report for the stock market. 
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And So It Begins

The big day is finally here — Fed day, the day everyone expects the Fed to begin tightening conditions in earnest. This has been long telegraphed, as modern central banks seem to hate surprising investors. But it's still a
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Market Risks Rise as Fed Joins Battle Against Inflation

The Fed's Quantitative Easing supplied extra money to the financial markets. Now, comes Quantitative Tightening. If the goal of QE was to boost asset prices, the goal of QT is to lower them.
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Will Fed Tightening Break Something?

There's a perception that the Fed hasn't done much yet to counter inflation and that this battle will basically begin at their May meeting. That's largely accurate, as the Fed has been way behind the curve in dealing with
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SMI on the Radio: Beyond Stocks and Bonds (audio & transcript)

Commodities, real estate, and certain other investments that once had little appeal to the average investor — and were largely out of reach anyway — have become more mainstream and accessible. And, as SMI executive editor
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The Most Important Financial Chart

It has been a wild start to 2022. This has obviously been true in the "real world" as the world deals with a major European land war for the first time in decades. It's also been true in financial markets, as the
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