Archive

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Inflation Wild Cards at Home and Abroad

After the Fed's recent 50-basis-point rate cut, we wouldn't be surprised if the pace of inflation picks up again...

'Don't Be One of Them'

Times of crisis can offer patient investors the opportunity to buy world-class businesses at unusually low prices...

Don't Bet on This All-Time High

This year's best-performing sector recently hit its first new all-time high since 2022 – but in this case, that isn't good news...

It's Time for a Credit 'Temperature Check'

Credit risk is cooling down for the moment. However, companies can't push those headwalls out forever...

The Surprising Beneficiary of Falling Mortgage Rates

Mortgage rates are now in a major decline. And history shows this rare setup can lead to double-digit gains in stocks...