It Can’t Really Get Worse
Michael Batnick
How Bad is it Out There?
The average stock in the Nasdaq-100 is more than 40% below its high.
Banks and Home Builders; Retail and Media. They’re All Getting Rekt
Some themes dominating the 52-week low list
So Bearish it Hurts
Investors haven’t been this bearish since The Great Financial Crisis
What Happens When Prices Fall
Investors all across the risk spectrum are experiencing different degrees of pain
Coming in Hot
The question now is how quickly will inflation change consumer spending and how quickly will that cool off inflation.
How’s the Consumer?
How is the American consumer? That depends on who you ask and what they’re looking at. Today we got some grim news out of Target for the second time in the last couple of weeks. The CEO said “We were chasing hard in 2021 to get more of the inventory that our guest was looking…
These Are the Goods
Here’s what I chewed on last week
The Real Estate Frenzy is Over
Finally, some relief in the housing market
A New Narrative
What will the headlines say if the S&P 500 hits a new all-time high?