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Year: 2022

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SPY: S&P 500 Could Be 40-50% Overvalued

April 12, 2022 admin 0

anankkml/iStock via Getty Images Fundamental model S&P 500 (SPY) could be anywhere from 40% to 50% overvalued. Before I explain, let me briefly present my fundamental model. Here is the visual: Global Academic View Essentially, […]

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Assessing The State Of The Labor Market

April 12, 2022 admin 0

metamorworks/iStock via Getty Images By Erik Norland At A Glance The state of the labor market, wages, and inflation has fueled a dramatic change in investors’ outlook for Fed rates The U.S. economy has recovered […]

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More Than Just Oil: Saudi Arabia’s Improved Credit Rating

April 12, 2022 admin 0

TexBr/iStock via Getty Images The Russia-Ukraine war has thrown the commodities markets into chaos. At the beginning of March, oil hit $123 per barrel — up a staggering 68% this year. Since many assume the […]

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BlackRock Multi-Asset Income Fund Q4 2025 Commentary

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Microsoft's $625 Billion AI Flywheel

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Microsoft's $625 Billion AI Flywheel

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