Our New “Rate Cut” Signal Is A Positive for Tech Stocks The real federal funds rate (interest rates minus CPI) recently turned positive. It should expand more by year’s end. That has historically preceded big rallies in technology stocks.
Don’t Believe the Fearmongering: Stocks Are Headed Higher Speculator short positioning in stocks has reached an extreme. They're all piled into the same negative bets. Before long, those same investors will rush for the exit, creating a scramble to buy back stock.
The Buy Signal No One Sees Coming If the Federal Reserve is ending rate hikes, that means we’re reaching peak interest rates. And if you’re a bond investor, that’s a huge deal… because, if the coupon payment on sovereign debt isn’t going higher, soon you won’t be able to lock in today’s high yield.