Why Fiscal Stimulus Could Be The Catalyst To Put A Top In Bonds
September 6, 2016, 3:30pm EST As we headed into the holiday weekend, stocks were sitting near record highs, yields were…
Top Oil Trader Says Oil Is In For A ‘Violent Reversal’
September 2, 2016, 12:00pm EST This time last month, the famed oil trader—and oil bull—Andy Hall was dealing with a…
Stocks Mostly Rebuff The Slide In Oil
August 31, 2016, 4:00pm EST We watched oil closely earlier this year. The oil price bust ultimately pulled down…
More QE From Japan May Need To Precede Next Fed Hike
August 30, 2016, 5:00pm EST Last Thursday, everyone was awaiting the Friday Jackson Hole speech from Yellen. I suggested that, while…
The Fed’s Real Game Plan: SPY, DIA, GLD, DXY, TBT
August 27, 2016, 12:00pm EST The Fed's Janet Yellen was the focal point for markets for the week. She had…
What To Expect From Jackson Hole
August 25, 2016, 4:00pm EST Tomorrow is the big annual Fed conference in Wyoming. It typically draws the world's most…
Take Your Eyes Off The Fed And Look At These Charts
August 22, 2016, 4:30pm EST As we head into the end of August, people continue to parse every word and…
The Power Of Have An Influential Shareholder On Your Side
August 17, 2016, 3:45pm EST We’ve talked about the recent public portfolio disclosures that have made in recent days by…
Billionaires Sold Apple For Good Reason
August 16, 2016, 3:45pm EST Yesterday was the deadline for all big investors to submit, to the SEC, a public…
Does It Matter What Hedge Funds Are Buying And Selling?
August 15, 2016, 4:00pm EST Following a quiet week on the news and economic data front, this week will have…