Wall Street Underestimated Stocks
November 8, 2017, 4:00pm EST This trajectory for stocks was not an outcome that Wall Street was looking for. I…
Energy Stocks Have A Lot Of Ground To Make Up
November 7, 2017, 4:00pm EST All eyes continue to be on U.S. stocks. But the bigger opportunities are elsewhere. Japanese…
Expert Oil Investors Say Risk Of ‘Triple-Digit Oil Prices’
November 6, 2017, 5:00pm EST Oil is up over 3% today, trading up to the highest levels since June…
Higher Oil Prices Will Stoke Inflation Expectations
November 3, 2017, 4:00pm EST As we head into the weekend, we’re closing in on the holidays and year-end.…
New Fed Chief Powell Needs To Let The Economy Run Hot
November 2, 2017, 4:00pm EST Over the past two weeks we’ve talked about the two big central bank events. The first…
Oil At $55 Should Get Interest Rates Moving
November 1, 2017, 4:00pm EST The Fed decision today was a snoozer, as expected. The market continues to think…
Why Fiscal Stimulus Will End The Low Inflation Era
October 31, 2017, 4:00pm EST Let’s take a look today at what fiscal stimulus might do to inflation. The central…
The Deleveraging Era Is Over, Growth Is Coming Back
October 30, 2017, 4:00pm EST …
Will The ECB Set Off Taper Tantrum 2.0?
October 23, 2017, 4:00 pm EST We talked yesterday about the move in interest rates. We have the collision of…
Silicon Valley Has Been The Best Place To Get Rich Over The Past Decade
October 23, 2017, 4:00 pm EST Forbes has just ranked the top 400 richest people in America for 2017. Among…