Weekend Insights

The Middle East crisis is starting escalate at a faster rate…and the markets are ignoring it. So, if it becomes a full regional war, the stock market will become extremely vulnerable.

"The seeds of the next recession have already been sown…in the same way they have been in the past."

The stock market is NOT pricing in a “soft landing.”  It’s pricing in a very strong economy!....So, it won't take a recession to cause the stock market to correct in a meaningful way before too long.

The "Fed put" could hold things up for longer, but fundamentals and valuations DO matter in the long run.

The "internals" for the Russell 2000 during Friday's big jump were spectacular. This just might be a sign that the small caps can finally outperform over a sustainable period of time.