Oil Market Set Up For Disappointment
June 20, 5:00 pm EST We've talked about the case for much higher oil prices since I started writing this…
Big Bull Market In Commodities Is In The Early Stages
June 18, 5:00 pm EST For much of last summer, we talked about the building bull market in commodities. The…
Big Industry Consolidation Coming Down The Pike
June 15, 5:00 pm EST The big approval on the AT&T takeover of Time Warner has opened the door to…
Tech Stocks Behaving Like An Economy About To Take Off
June 14, 5:00 pm EST Tech stocks and small caps continue to behave like an economy that is about to…
Pro-Growth Policies Are Just Beginning To Show Up In The Data
June 13, 5:00 pm EST Watching the media and expert community digest the Fed decision is always interesting. They are…
Trump’s Extreme On Trade Is Creating Movement
June 11, 5:00 pm EST Last week we stepped through all of the components of economic output and talked about…
Economy, Part 3, Positive Surprises Are Coming
June 7, 5:00 pm EST We've talked about the set up for positive surprises in the data. We've looked at…
Economy, Part 2: Positive Surprises Are Coming
June 6, 5:00 pm EST We've talked the past couple of days about economic growth and the likelihood that we're…
Economy, Part 1: Positive Surprises Are Coming
June 5, 5:00 pm EST We've talked the past couple of days about economic growth and the likelihood that we're…
Trumponomics Still In Early Stages Of Working Through The Economy
June 4, 5:00 pm EST On Friday, we talked about the building momentum in the economy. We've already had huge…