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.

Housing outlook for 2023

T​he housing sector was a huge and early beneficiary of the super-loose monetary policy of 2020–2021. But once the Fed started tightening, housing took the lead downward as well. This isn’t a repeat of the 2006–2011 housing bust, but it will drag on....

The Fed’s inflation challenge

L​ast week, a less-hawkish-than-expected tone from Federal Reserve Chair Powell sent the S&P 500 (SPX) just beyond our expected fourth-quarter upside range. History shows any comparable year with such a weak start through the first three quarters...