Market Trends

Analysis of current market conditions and trends.

Image representing blog post Stock Market Nerd Macro – March 16, 2024
Stock Market Nerd Macro – March 16, 2024

Stock Market Nerd Macro – March 16, 2024 Inflation Data: Inflation data continues to moderately heat up a bit. I would need to see this persist for a few more…

Image representing blog post Is This Time Different?
Is This Time Different?

Do P/E ratios mean-revert? James walks through the evidence and explains why the most accurate answer may be: sometimes.

Image representing blog post What’s Up with US Banks? (And Should You Buy?)
What’s Up with US Banks? (And Should You Buy?)

US banks – especially smaller ones – have taken a beating. James explores the case for bargain hunting, as well as for running for the hills.

Image representing blog post Investing’s 5 Most Important Numbers?
Investing’s 5 Most Important Numbers?

BBAE CIO James Early gives five of investing’s most surprising numbers – numbers with lessons that could help you become a better investor.

Image representing blog post Michael Burry – Portfolio Update – Q4 2023
Michael Burry – Portfolio Update – Q4 2023

Michael Burry – Portfolio Update – Q4 2023 Michael Burry, the renowned hedge fund manager known for inspiring “The Big Short,” disclosed his portfolio holdings for Q4 2023. The disclosure…

Image representing blog post BBAE’s January 2024 Webinar Recap
BBAE’s January 2024 Webinar Recap

BBAE CIO and Stock Market Nerd’s Brad Freeman discuss Amazon, Meta, and Uber, as well as the US stock market outlook for 2024.

Image representing blog post This Investment Underdog Had an Awesome 2023
This Investment Underdog Had an Awesome 2023

Smart beta strategies were supposed to underperform in 2023, but MarketGrader’s did well. Here’s why.

Image representing blog post Will Utility Stocks Roar Back in 2024?
Will Utility Stocks Roar Back in 2024?

Utility stocks could soar in 2024 – says Roger Conrad, who knows utilities better than almost anyone. Find out why.

Image representing blog post Investor’s Guide to the 11 Newly SEC-Approved Bitcoin Spot ETFs
Investor’s Guide to the 11 Newly SEC-Approved Bitcoin Spot ETFs

Investor’s Guide to the 11 Newly SEC-Approved Bitcoin Spot ETFs The recent approval by the U.S. Securities and Exchange Commission (SEC) of 11 spot Bitcoin exchange-traded funds (ETFs) marks a…

Image representing blog post Will Emerging Markets Finally Emerge?
Will Emerging Markets Finally Emerge?

Emerging markets have been down – since 2011. Are they down for the count, or will their ETFs be stock market outperformers in 2024?

Image representing blog post Stock Market Nerd Macro – January 13, 2024
Stock Market Nerd Macro – January 13, 2024

Stock Market Nerd Macro – January 13, 2024 Inflation Data: One hot M/M CPI print does little to change my view that the fed is done hiking and that multiple…

Image representing blog post Do Interest Rates Move Stocks – or Not?
Do Interest Rates Move Stocks – or Not?

Rising interest rates are said to be bad for stocks, and falling rates good. Some data bears that out. Other data doesn’t. Here’s what it shows instead.

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