I am pleased to see my personal investment portfolio rising in value almost every day, but I am concerned that we are one unexpected data point away from a major stock market correction. Read More
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This week's CPI and PPI numbers for August will be outweighed by the rapidly declining jobs market when the Fed meets next week to determine monetary policy. Read More
With NVIDIA as its marketing partner and now possessing the full capabilities of Juniper Networks, Hewlett-Packard Enterprises is positioned to gain market share in the rapidly expanding AI market. Read More
PPI, CPI, and Consumer Sentiment Surveys on deck this week. Read More
All the recent economic data suggest that the risk of stagflation is sufficiently high to warrant a more defensive posture. Read More
Today's ADP jobs report for August is consistent with the overall slowdown in employment this summer, but the industry breakdown suggests an economy that is rapidly adapting to import tariffs and budget cuts. Read More
This month’s Personal Finance options recommendation includes two strategies, selling a covered call and selling a naked put on Caterpillar (NYSE: CAT) Read More
I'll be watching how the bond market responds to this week's jobs data and speeches by Fed board members as their next monetary policy meeting approaches. Read More
Today's PCE report for July all but assures that a rate cut next month is certain barring a major improvement in next week's Employment Situation data for August. Read More
Today's PCE numbers for July provide no reason for the Fed to not lower its policy rate when it meets in three weeks. Read More