Recession Signal As Consumers Struggle To Pay Bills

Hindenburg Alarm: Another Rotation Or Worse? Via RealInvestmentAdvice.com, In early November, we sounded the alarm about a recent Hindenburg Omen. Per the Commentary’s summary: Bottom line: market breadth is horrendous and will likely lead to a rotation favoring out-of-favor sectors and stocks. Thus, it’s not surprising that the Hindenburg Omen was triggered. If we continue to see more of these Omens, the threat of a drawdown grows. At the time, Mega-Cap stocks were grossly outperforming the market, while many sectors lagged the market. Since that Hindenburg Alarm, our expectations have come to fruition. We have, in fact,...

Key Events This Week: PMIs, Productivity And Consumer Sentiment As has become customary for Monday, we have seen a dramatic surge in risk assets (3rd Monday in a row) on what at least superficially appears to be de-escalation after Trump announced strikes against Iran's power plant would be delayed by 5 days as a result of talks with Iran, talks which at least Iran's domestic news sources have so far denied. And the market lurches from headline to headline, it feels somewhat trivial to focus on the week ahead data calendar,...

Clinton-Appointed Federal Judge Blocks Trump's Pentagon Media Access Restrictions Authored by Matthew Vadum via The Epoch Times (emphasis ours), A federal judge on March 20 issued an order blocking the Trump administration’s media access policy at the Pentagon after The New York Times sued over the restrictions. An aerial view of the Pentagon in Arlington, Va., on Dec. 15, 2025. Madalina Kilroy/The Epoch Times The Department of War tightened its rules for the media in September 2025 after officials said reporters were roaming the halls of the Pentagon. The department took the position...