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The stock market’s Q2 challenges

In Subscribers only by Cam Hui -
Preface: Explaining our market timing models We maintain several market timing models, each with differing time horizons. The “Ultimate Market Timing Model” is a long-term market timing model based on the research outlined in our post, Building the ultimate market timing model. This model tends to generate only a handful of signals each decade.   The Trend...

Why the first Fed rate cut will be later than June

In Subscribers only by Cam Hui -
Sometimes being Fed Chair is a trying easy job. During the last post-FOMC press conference, Powell was given numerous opportunities to interpret the data in a hawkish fashion. Instead, he took a dovish tone.   As one of many examples, Jenna Smialek of the New York Times asked if strengthening in the labour market would...