Great article, but I would greatly disagree with even the notion of forecasting for bond yields as it proves unnecessary. Yields go in one direction long-term, so the point of nearterm prospecting is somewhat futile or found unsatisfactory for drawing out equity moves in correlation. Worthy commentary altogether within the article, just dont see the exercise as needed.

But in past articles you've blamed the Fed for this that and the other? If the Fed is the blame, why can't it be the solution? Unless the former was the wrong premise to begin with and more a permabear narrative without substantive qualifications?

Take offense? Not sure why anyone would "take offense" or why that question would be front of mind. It was a simple request for an otherwise well-appreciated author. Nonetheless, it's quite terribly littered with grammatical issues a reader has to contend with. Starts from the top and works its way through and to the bottom of the narrative.

"As you can see, the proportion of Q3 revenue beats in the lowest in almost two years (75% of S&P 500 members have reported Q3 results already, as of Friday, November 2)."

Just one example near the top that is most apparent to the laymen.

Do some grammar checking kindly

Do you mean last half of 2019? Not exactly his own ringing endorcement of retail business savvy. Did a pretty bang-up job at SHLD.

Lambert?

It's a good thing housing is barely 1/4 of of U.S. output.

It's a good thing government data doesn't just focus on NYC then now isn't it.

ok

What’s the household debt to income ratio? Corporations can’t print money, tell that to the banks and autos that recieved bailouts. That’s not to say we weren’t on the brink when they did via the Fed, but if you don’t think the retailers will have the same demand/need and find the same treatment “next time”, ya might be fooling yourself.