Category Archives: Economic Outlook

Corporate earnings upside surprise, surging up to 13%, will drive stocks significantly higher through 2026

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Many see real GDP growth running well above 3% in 2026 (8-minute video)

Bond market action suggests inflation is headed lower (5-minute video)

AI will very likely kill tech monopolies (5-minute video)

Disinflation in housing market is good news for consumers (5-minute video)

Weakness in bank stocks is buying opportunity (5-minute video)

Private credit is the new market boogieman (6-minute video)

Opportunity may now be in stock laggards (8-minute video)

AI should be a boost for the S&P 500 earnings (5-minute video)

Risk, confusion and fear abound but stocks likely to move significantly higher by midyear 2026 as quarterly GDP reaches 4%

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Affordability is a state of mind and not measurable (11-minute video) 

Bond market action suggesting trouble ahead (8-minute video)

AI will deliver lower cost, higher profits and labor rightsizing (4-minute video)

BBB to provide enormous stimulus entering 2026 (4-min video)

Bitcoin likely to see sluggish year in 2026 (5-minute video)

Google now opening lead on Open AI (8-minute video)

Florida is the best state for operating a business (9 minute video)

Portable mortgage concept needs a lot more thinking (6-minute video)

Fed cutting will drive stocks higher short term but look for likely year-end pullback

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Fed rate cuts will drive stocks over next two months (5 minute video)

Any near term weakness will likely be a buying opportunity (4 minute video)

Can’t be underweight equities with Fed cutting rates (5 minute video)

Look for 3 rate cuts through year-end  to launch a boom (4-minute video)

Look for healthcare, financials and energy to work with Fed cuts (4-minute video)

When 100% stocks is just about right (9-minute video) 

Look for S&P 500 to surge toward 6600 then fall back 5% in the 4th quarter

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 Stocks likely to sell off modestly over next few months (4-min video)

Tariffs likely to produce over $3 trillion benefit over next decade (5-min video)

Stock breakout and broadening is cause for concern (6-minute video)

Candidate for Fed chief says we need complete regime change (9-minute video)

Looking for S&P 500 to top around 6600 then correct in 4th quarter (5-miute video)

Cross currents of trade policy, fed inaction, budget issues, and regulatory action, suggests stocks will be highly volatile over the summer months  

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Tariffs to hit profits and limit stock gains in second half (4 minute video)

Fourth qtr consumption looking problematic for stocks (3-minute video)

This may be the start of a new bull market (7 minute video)

Look for stocks to finish year with S&P 500 in 6500 range (4 minute video)

Tariffs will add headwinds but there are bargains (4 minute video)

In today’s wait and see market best to own growth stocks (3 minute video)

Stocks likely to drift lower and bottom in 2nd quarter but look for strong rebound in the second half

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Bond market signaling correction not recession (4-min video)

Recent food and gas price declines bode well for consumers (3-min video)

Commodities and foreign equities starting to outperform (4-min video)

Despite turbulence, S&P 500 on track for 6,600 year end close (3-min video)

Stocks to reach new highs in 2md half (6-minute video)

Stocks needed deflating but financial sector has strong outlook (6-minute video)

Buy the dips and buy in the USA (3-min video)

International money flows favor Chinese internet stocks (5-min video)

AI Infrastructure and security needs igniting energy boom (4-min video)1

Economic fundamentals looking strong entering the new year but lurking inflation could eventually tank stocks

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Tariffs will not have meaningful impact on inflation (4-minute video)

Less regulation and M&A outlook will be good for banks (4-minute video)

Mortgage rates likely to remain high in 2025 (5-minute video)

Fed may be done with rate cuts for a while (4-minute video)

Rising rates across the curve bad for high PE stocks (5-minute video)  

Economy may be stronger than anyone thought (4-minute video)

Worry is now on the inflation side of the economy  (4-minute video )

USA’s short term, positive economic outlook is masking the coming financial Super Storm

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USA growing debt is clearly unsustainable (9-minute video)

Time for stocks to give back a chunk (4 minute video)

Big tech continues strong but all stocks not equal (7 minute video)

Election may be Gore vs Bush on steroids (4 minute video)

Rate cuts not needed now (4-minute video)

Crude oil price is due for a price pop (3-minute video)

Despite slowing economic activity, positive fundamentals suggest stocks will likely tread water through year end

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Fed should be cautious and slow to start rate cutting cycle (3-minute video)

Holding S&P 5200 level is vital to prevent sharp pullback (4-minute video)

Economic cycle setting up well for large cap value stocks (4-minute video)

Not getting paid to move into small cap stocks (5- minute video)

Rotation out of big tech while needed will be short term (4-minute video)

With economy slowing Fed is late to cut rates (5-minute video)

AI to see a trillion capital expenditure  over the next year (3-minute video)

Tech stock concentration, slowing GDP growth, commercial loan stresses, and rising unemployment signals caution for second half investing

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Rates need to fall to stave off regional bank problems (5-minute video)

Remain with equities until job loss show meaningful jump (4-minute video)

Historical unemployment measure suggests recession risk rising (6-minute video)

Trim tech and move into energy (4-minute video)  

AI making leading tech stocks much stronger (6-minute video)