Recession Forecasting with Michael Gayed

FEATURING THE LEAD-LAG REPORT‘S PUBLISHER, MICHAEL GAYED  I’m a firm believer that when it comes to examining current economic and market conditions, the bond market gets it right more often than the stock market. With inflation rates soaring and the Fed ending its years-long ultra-loose monetary policy conditions, the big question is whether or not … Continued

Economic Update — Reviewing Q3 2020

The bull market raged on in the third quarter of 2020, continuing the second quarter rally. Despite the Covid-19 pandemic keeping a tight grip on the global economy, the S&P 500 and Dow gained 8.9% and 8.2% respectively, while big tech drove the Nasdaq Composite up 11.2% in Q3 on a total return basis. Even … Continued

S&P 500 Storylines with Lyn Alden

FEATURING: LYN ALDEN One thing I continue to monitor is the consolidation (and potential pivot point) for the ratio of the equal weight S&P 500 $RSP and the market weight version $SPY. Equal weight tends to outperform over the long run, but underperform at the 2nd half of a business cycle. pic.twitter.com/aEompytdMh — Lyn Alden … Continued

A Recession-Free Decade with Michael Antonelli

FEATURING MICHAEL ANTONELLI, AKA @BullandBaird Q: Can you tell us about Baird and what you do there? A: Baird is a financial services company that serves institutional and private wealth clients, and manages $150 billion in assets. As a Market Strategist, I communicate with our clients about our firm’s perspectives on the markets. On my … Continued