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Apr 14, 20227 min read

The Bond Market Crash Is Coming To An End

The fundamental factors are slow-moving. They are so important that they practically rule the eventual trend of stock prices but, because...

Apr 6, 20223 min read

Bonds Are Getting Killed, Conditions Have Changed

The farmers say ... “What does Wall Street know about farming?” Wall Street knows more than all the farmers put together ever knew, with...

Apr 4, 20228 min read

Q1 2022 Market Update and Q2 2022 Market Outlook - By Kurt S. Altrichter, CRPS®

After a historically calm 2021, volatility returned in the first quarter of 2022, as inflation surged to 40-year highs, the Federal...

Apr 3, 20223 min read

April Market Expectations: Not A Lot of Upside In This Market

Stocks staged a strong rebound in March, and the April Market Expectations Table again reflects that, despite a lack of actual...

Mar 30, 20224 min read

What is Causing Inflation Today?

You may have heard that inflation hit its highest point in 40 years but what does that imply and how does it affect you? Let's begin with...

Mar 8, 20213 min read

A Crack in One Pillar of the Rally

I have been consistent in saying that as long as the four pillars of the rally (Historic Fed accommodation, massive government stimulus,...

Feb 8, 20214 min read

February Market Multiples - Four Pillars of the Stock Market Rally

There is a substantial and important change to February’s market multiples table (MMT) as the analyst community (both buy and sell side)...

Jan 4, 20216 min read

The Case for Stock Market Volatility and Melt-Ups in 2021

“There is always a disposition in people’s minds to think the existing conditions will be permanent. When the market is down and dull, it...

Dec 1, 20202 min read

Value vs. Growth Perspective

November was a quasi-historic month for the broad market (best month for the Dow since ’87) and for value/cyclical sectors more broadly,...