By Graham Summers, MBA | Chief Market Strategist If you’re looking for a reason why the U.S. hasn’t slipped into recession yet, the answer is simple… Uncle Sam is propping…
By Graham Summers, MBA | Chief Market Strategist The Fed just confirmed my thesis. Over the last week, I’ve noted that Uncle Sam is the economy now. What I mean by…
By Graham Summers, MBA | Chief Market Strategist Yesterday, I noted that Uncle Sam effectively is the economy… for now. What I meant by this is that the government is hiring…
By Graham Summers, MBA | Chief Market Strategist The most important thing for investors to understand about the economy is that “it is different this time.” We’ve already assessed how…
By Graham Summers, MBA | Chief Market Strategist I keep warning that “this time really is different” when it comes to the economy. Everyone knows this on some level… but…
By Graham Summers, MBA | Chief Market Strategist In the coming weeks, you’re going to hear a LOT about the Sahm Rule. The Sahm Rule is an indicator that has…
By Graham Summers, MBA | Chief Market Strategist Stocks hit new all-time highs last week… but you wouldn’t know it from the mood on social media and financial TV! It’s…
By Graham Summers, MBA “Look at this, a recession is about to hit!” Everywhere you look, people are calling for a recession to hit. In fact, many big name investors…
By Graham Summers, MBA “Is is a good time to buy stocks?” As an investment strategist, I get asked this question all the time. On the surface, it sounds as…
By Graham Summers, MBA | Chief Market Strategist Is the stock market about to crash? Everywhere I look on social media, the defining narrative is that the stock market is…
By Graham Summers, MBA | Chief Market Strategist The stock market is setting up to offer a buying opportunity in the next week or two. The S&P 500 hit a…
By Graham Summers, MBA | Chief Market Strategist Stocks continue to defy the bears. Being bearish is inherently problematic because historically stocks tend to go up… and quite a lot.…
By Graham Summers, MBA | Chief Market Strategist It’s very easy to be bearish about stocks today. After all, there’s the prospect of a recession, the massive deficit ($1.6 trillion),…
By Graham Summers, MBA Stocks hit new all time highs last week. The reasoning here is quite simple: the economy is growing and the Fed has signaled it will start…
Japan is showing us the endgame for central bank insanity. Ever since the Great Financial Crisis, the Fed has been following Japan’s playbook for propping up a financial system. Indeed,…
by Graham Summers, MBA As I outlined yesterday, the Fed is in a panic. By quick way of review: Regarding #5, Trump is convinced the Fed plays politics to benefit…
The Fed is panicking. Why? Because, its efforts to loosen monetary policy to juice stocks and real estate higher to aid the Biden administration with its re-election campaign have unleashed…
By Graham Summers, MBA The economy is showing a strange dichotomy. On the one hand, the economic data ranges from good to great, with GDP growth clocking in at an…
By Graham Summers, MBA | Chief Market Strategist The stock market has finally woken up to what I’ve been warning about for weeks… namely that inflation is rebounding. By quick…
By Graham Summers, MBA | Chief Market Strategist I warned time and again that the Fed was making a massive policy mistake that would unleash another round of inflation. By…
