Tag Archives: Anthony-Mirhaydari

Mirhaydari: Dow 20,000 Party Won’t Last

“[T]here are reasons to be cautious.” [Relays warnings by Sam Stovall at S&P, Andrew Garthwaite at Credit Suisse, and David Rosenberg at Gluskin Sheff.] “[U]nder Presidents Ronald Reagan, George H.W. Bush and George W. Bush, the Fed was tightening policy early in their first terms or had just completed tightening campaigns, resulting in economic weakness […]

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Mirhaydari: Bonds Signaling Stock Trouble

“Stocks ended last week on a high note … driven by a batch of soft economic data, raising hopes that the Federal Reserve will be forced to delay its first rate hike since 2006 into the middle of 2016. Retail sales missed expectations. Industrial production and job openings were weak. We’ve also got the continuation […]

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Mirhaydari: Stock Market Alarm Is Sounding

“Sentiment has rarely been higher … Nothing, it seems, can shake the faith investors have in this market. And that has me worried. … “US economic data is rolling over … with a variety of data points — from factory orders to retail sales and consumer confidence — recently missing to the downside. On Tuesday, […]

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