Rates Picture Should Start Heating Up
July 5, 5:00 pm EST I hope everyone had a great Fourth of July yesterday. Today, the markets continue to…
There has NEVER been a down year in stocks when these conditions have been met
July 3, 5:00 pm EST Yesterday we talked about the set up for the Dow. In the past couple of…
Blue-chip American companies are a bargain in a world of sub-3% ten-year yields
July 2, 5:00 pm EST As we head in to the holiday week, markets will likely go quiet until we…
Newsflash: OPEC is still cutting
June 29, 5:00 pm EST Last week, we talked a lot about oil, as OPEC was meeting to deliberate on…
Amazon Is To Corporate America As China Is To The Global Economy
June 27, 5:00 pm EST We've talked about the case for a shakeout in Amazon. It was up big today…
Wild West Days Over For Tech Giants
June 26, 5:00 pm EST While the media continues to be stuck on the global jawboning about trade. We’ve been…
Trump is ALSO focused on domestic ‘leveling of the playing field’
June 25, 5:00 pm EST Last Thursday we talked about the important Supreme Court ruling, which would subject internet sales to…
OPEC Won’t Fold To Trump Threats
June 22, 5:00 pm EST We've talked about the big OPEC decision this week, and the prospects for oil prices. When…
Technical Reversal Signal Flashing For Nasdaq
June 21, 5:00 pm EST We talked yesterday about the big influence of oil. And how the swings of the…
The Formula For Buying Biotech Stocks
June 20, 6:00 pm EST Stocks continue to prove resilient in the face of trade war noise. After a global…