Q2 Earnings Set-Up For Positive Surprises
July 11, 5:00 pm EST The markets have been obsessed with the Fed this week. Let's talk about something else. …
Fed Response Is All About Trade
July 10, 5:00 pm EST Jerome Powell was on Capitol Hill today, with another opportunity to set expectations on what…
Still A Big Bounceback Required To Return To Trend Growth in Stocks And The Economy
July 9, 5:00 pm EST As we are working through an important month for stocks and the economy, I want…
Rate Cut Coming This Month
July 8, 5:00 pm EST Following the quiet Independence Day holiday last week, today Wall Street begins to position for…
Trade War Can Kicked Down The Road
July 1, 5:00 pm EST Predictably, Trump extended the timeline on new tariffs in his meeting with China's President Xi over the…
Fed Policy Was A Headwind, Now A Tailwind
June 28, 5:00 pm EST We end the week, month and quarter today. Stocks are up 17% year-to-date. With the…
Is ‘This Time Different’ For Bitcoin?
June 27, 5:00 pm EST Bitcoin has had another huge move over the past three months -- more than tripling. …
Trade Deal Was ‘90% there’
June 26, 5:00 pm EST This morning Mnuchin was interviewed by CNBC. He was the headline of the day, despite…
2018-2019 Looks Like 1994-1995
June 25, 5:00 pm EST Remember, last year was the first year since 1994 that cash was the best producing…
Gold Is A Hedge Against The Worst-Case Scenario
June 24, 5:00 pm EST Let's take a look at gold as we head into the Trump/Xi meeting scheduled to take…