jeffreymarcus3Mar 152 minWhy the FED cannot lower rates yet.The FED will have difficulty lowering rates because when mortgage rates fall, home buying becomes more attractive, forcing prices higher...
jeffreymarcus3Mar 122 minGoldman and JP Morgan Defend the Current High Market Concentration.The 10 largest stocks in the S&P500 benchmark index now account for over 33% of the market cap weighting. Goldman points out that this is...
jeffreymarcus3Feb 202 minThe focus on inflation is unjustified!Is the focus on inflation justified? Or is it just the normal economic pattern? Inflation is why the FED raised interest rates faster, in...
jeffreymarcus3Feb 112 minIs Stock Market Concentration a Bad Thing?There seem to be a lot of people wringing their hands about how concentrated today’s stock market is. More specifically, the worry is...