Despite slowing economic activity, positive fundamentals suggest stocks will likely tread water through year end

Fed should be cautious and slow to start rate cutting cycle (3-minute video)

Holding S&P 5200 level is vital to prevent sharp pullback (4-minute video)

Economic cycle setting up well for large cap value stocks (4-minute video)

Not getting paid to move into small cap stocks (5- minute video)

Rotation out of big tech while needed will be short term (4-minute video)

With economy slowing Fed is late to cut rates (5-minute video)

AI to see a trillion capital expenditure  over the next year (3-minute video)

Tech stock concentration, slowing GDP growth, commercial loan stresses, and rising unemployment signals caution for second half investing

Rates need to fall to stave off regional bank problems (5-minute video)

Remain with equities until job loss show meaningful jump (4-minute video)

Historical unemployment measure suggests recession risk rising (6-minute video)

Trim tech and move into energy (4-minute video)  

AI making leading tech stocks much stronger (6-minute video)

Surging S&P 500 index likely nearing it’s high range for 2024

Bull case still better than bear case (3 minute video)

Fed cut likely launch point for small cap stocks (4-minute video)

S&P 500 around 5200 likely to be high for the year (4 minute video)

CapEx surge means significant cost efficiencies ahead (4 minute video)

March sentiment readings suggest economy slowing (3 minute video)

Recession not off table for 2024 (5 minute video)

Emerging markets looks poised to out outperform (5 minute video)

Earnings need to match up with surging stocks to avoid early 2024 pullback

Fed hinting at immediate rate cuts ahead is premature (6-minute video)

Higher earnings will be more jobs related than inflation related (3-minute video)

Key in 2024 is whether inflation declines or stays stubbornly high (3-minute video)

New year’s economy will be sluggish with growth of 1% (5-minute video)

Expect a mild recession in 2024 with brief 10-15% stock dip (4-minute video)

Jury still out on soft or hard landing for economy in first half of 2024

First rate cut could come as early as March (4-minute video)

Soft landing is a historically improvable event (3-minute video)

Q3 bounce in GDP was an aberration (4-minute video)

Fed still needs to push rates higher (5-minute video)

Soft landing scenario looking more likely (5-minute video)

May be time to lighten up on stocks (4-minute video)

Recession only starts after the Fed finishes rate hiking (4-minute video)

Bottom half of consumers already are hurting (4-minute video)

Unemployment measurement in warning territory (3-minute video)

Leading sectors are starting to stall and rollover (4-minute video)

High employment level is the last thread holding back a recession

Bonds signaling weaker economy ahead (5 minute video)

Buy the stock correction if employment level stays firm (4 minute video)

Bond King expecting recession in early 2024 (6 minute video)

USA appears to quickly be approaching its borrowing limits (4 minute video)

As rates peak at year end, history says it’s time to buy stocks (4 minute video)

Look for equities to hang in and produce 8% to 10% return in 2024 (4 minute video)

World becoming reluctant to finance long term USA debt (4 minute video)

Likely consumer led recession on horizon for early 2024

The math says it’s a very expensive stock market (6-minute video)

Market sentiment catching up with negative indicators (4-minute video)

Fed still struggling to lower core inflation rate  (4-minute video)   

Still expecting recession starting by year end (5-minute video)

Fed more likely to raise rather than cut rates in balance of 2023 (4-minute video)  

China is major threat to economic stability (12-minute video)

The evitable recession just keeps sliding further into the future

Full impact of Fed rate hicks still many months away (4 minutes video)

Fed likely to keep hiking given high employment level (3 minute video)

Rates higher for way longer (4 minute video)

High rates are starting to put the breaks on the economy (3 minute video)

Chasing big tech stocks now will end in tears (4 minute economy)

Earnings must grow or stock averages will be headed lower (3 minute video)