Active investment management’s weekly magazine for fee-based advisors

How I See It
Market commentary provided by well-known technical and research analysts, financial authors, investment newsletter publishers, and economists. The opinions expressed each week represent their professional perspectives and not necessarily those of the magazine.

The inflation songbook: Play it again

Article highlights Inflation is not a one-off change in the price level caused by a short-term distortion to protect profit margins but is a persistent acceleration in prices. Pundits who are talking incessantly about the “Roaring Twenties” never tell...

Following our plan in a confused market

What do you do when you have heavy macro influences that are unlikely to have a near-term resolution? Inflation is going to rise due to the base effect from a year ago coupled with the economic recovery, but the Fed is holding firm on its historically...

Yes, stocks are still cheap

Editor’s note: Brian Wesbury is chief economist at First Trust Advisors LP. He and his team prepare a weekly market commentary titled “Monday Morning Outlook.” This article was first published on April 19, 2021. The S&P 500 fell almost 35% between...