Tech is now extremely overbought...and a credit crunch is coming. That combination will create headwinds for stocks soon.
Natural Gas Is (Finally) Getting Ripe for a Tradable Bounce
Feb 22, 2023
Weekend Insights
Total 39 Posts
The only reason the market has held up during the current banking crisis is excess Fed liquidity. Will they have the courage to remove it?
In 2020 and again in 2022, investors had a situation that was staring them straight in the face...and they ignored it. The same thing is happening again with today's regional banking crisis.
We're sorry, but to think that the regional banking crisis will not have an important impact on the availability of credit...and thus on economic growth...is silly.
We're sorry, but you cannot unwind the massive corporate & market leverage that has built up due to "free money" over the past 15 years...with a just mild recession and a run-of-the-mill bear market.