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Another mixed day for stocks on Tuesday with the Dow down, the S&P 500 and small caps flat, and the Nasdaq rallying again. Neither side (bulls / bears) really got what they wanted, however the bulls appreciate that 4200 held on the S&P 500, but the bears go into Wednesday with a negative reversal momentum on their side. Bonds rallied as yields rolled over, and the I-fund continues to lag, even through the dollar was down slightly.

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The Nvidia driven rally on Thursday saw some follow through on Friday with big gains in the stock indices across the board as a debt deal in DC appeared closer. Bonds were up as well to make it a sweep for the bulls in the TSP Funds. The Dow gained 329-points while the Nasdaq led the way again with a gain of over 2%. With a debt deal nearly done, will stocks continue to move higher this week, or will we get a "sell the news" reaction?

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Is the Fed our friend? Or are their actions hurting more than helping?


The Federal Reserve is using short-term interest rates to lower inflation, but their method is inadvertently increasing the cost of housing. Not only have they turned themselves into a source of inflation, but their aggressiveness could push the housing market over the edge.

The easy money, low-interest rate, and broken supply chain environment that followed the initial shock of ...

A rally in tech stocks and optimism for a debt-ceiling deal over the weekend saved U.S. stocks from weekly losses. The S&P 500 spent most of the week in negative territory after a flat Monday and nearly 2% in losses over the next two days. The early losses were a product of debt-ceiling anxiety. The June 1st deadline set by Treasury Secretary Janet Yellen comes next week and there is still no deal made on raising the debt-ceiling.

The worst case scenario is a default ...

Nvidia's earnings created a very weird day for stocks on Thursday as the Dow was down slightly but the S&P 500 and Nasdaq shined. The rally could be a sign that the pre-holiday reversal is over, but then again we didn't see gains across the board with small caps and the I-fund lagging badly, and about 2 stocks down for everyone up on the NYSE and Nasdaq. Yields and the dollar were up, and the Fed balance sheet went down another $20 billion and that put some pressure on many of the non-big ...