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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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Thinking Beyond Stocks and Bonds

The “60-40” stock/bond portfolio that's served investors well for decades is no longer sufficient. Fortunately, today’s investors have access to a range of other investments that can generate good
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Fed Hike Reactions

A few quick thoughts on the day of the first Fed rate hike since 2018...
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Yield Curve Is Flashing Warning Lights

The reshaping of the government-debt "yield curve" isn't exactly a riveting news story. It doesn't command the kind of attention appropriately afforded to geopolitical conflict or rising prices at the gas pump.  Still,
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I-Bonds Are the Best Deal in Fixed-Income Right Now

If your portfolio calls for bond exposure and you can work with the Treasury Department’s restrictions, I-Bonds are a great option right now.
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Investing for Short-Term Goals in Today’s Stock/Bond Environment

The Fed’s low-rate policy has created a tough situation for short-term investing. Your best option may be to stand the traditional approach on its head.
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SMI on the Radio: A Nervous Market (audio & transcript)

Bearish sentiment rose sharply last month — and even though that sentiment has now softened somewhat, many investors remain uneasy. They're concerned about the economic and market impact of Fed policy, rising inflation,
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