HeyJaredLarry Berman
- Indexed articles, last 90 days
- 7
- Latest publication
- Sep 28, 2026
- Outlet visibility, for bnnbloomberg.ca
- Top 50K sites
- Earliest in this view
- Jul 13, 2026
Latest articles
Caution ahead, the market has bad breadth: Larry Berman (opens the original)
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The market trend is strongest when most stocks are rallying and strong. In the past few weeks, most stocks are trading below their 200-day average. Historically, this is a warning sign that the trend is weakening. It does not tell us when the market will roll over, but it does give investors a heads up! Bad breadth can also be seen in the percentage of stocks making new 52-week highs versus 52-week lows. In the strong market that developed out of the 2020 COVID-19 lows into the early 2022 highs,
An FOMC rate hike will NOT likely fix inflation drivers: Larry Berman (opens the original)
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When the members of the FOMC sit down this week to review their inflation outlook and what they will do with policy, this is the primary view I’d be considering if I was voting. I hope they will do the same, but the market is almost pricing in a certain rate hike and a few more to follow. I believe this is misguided. It will not likely solve the issues driving inflation pressures today. Truth be told, the top 20-40 per cent of consumers are driving demand led largely by the wealth effect. The bo
It’s geopolitics until the mid-terms: Larry Berman (opens the original)
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When we think about investment implications originating from the middle east, we think about world oil prices and inflationary implications. Over the life of the IRGC, 9/11, and terrorism in the past 40 years, we can see that oil prices have a very high correlation with U.S. CPI. With less globalization and increased tensions with Iran, the FOMCs 2 per cent CPI target will be hard to reach with policy tweaks. After Warsh’s Jackson Hole speech, the market seems to be pricing in a higher for longe
Gold – Happy 55th anniversary : Larry Berman (opens the original)
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August 15th 1971, was the day that Nixon took the U.S. off the gold standard and initiated the start of irresponsible government spending! I’m not a gold bug, but I wear lots of gold jewelry. That’s not speculative, but it’s nice to have the utility and the long-term appreciation at the same time. For most, that probably never changes, but it does fluctuate with price. Silver is also becoming more popular for jewelry these days as a cheaper option. Back in 2014, I gave a keynote speech at the an
Earnings driving U.S. equity market to new highs – it’s NOT a bubble (yet)!: Larry Berman (opens the original)
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Many are asking if we are in a market bubble. There are clearly some characteristics of this in trading behaviour, the amount of leverage in the market, the use of derivatives (options) to create leverage, and structured products (such as leveraged ETFs). In recent months, margin debt has also reached all-time highs. However, as a percentage of U.S. market capitalization, it is nowhere close to previous peaks (such as the Dot-Com bubble, the Great Financial Crisis, and the post-COVID era). It’s
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