Category: Newsletters

Recession….what recession? It seems that not too long ago, in media interviews, almost every analyst was asked for their expected probability of a recession in the near future.

You may not like economic background or stock market fundamentals. They may not “smell” right. Sometimes you have to hold your nose and follow your investment discipline.

The stock market cheered the latest weak Nonfarm payroll report because it meant that the Federal Reserve was more likely to cut its federal funds rate at its next meeting on October 30th.