Higher Yields Are Removing A Cautionary Signal For Markets
October 28, 2016, 5:15pm EST Remember, up to mid 2015, there were reasons to be optimistic about the outlook…
Let’s Hope A Move In Rates Isn’t Messy
October 27, 2016, 3:15pm EST Last week we talked about the set up for a move in global bond…
Apple Is Very Undervalued
October 26, 2016, 4:15pm EST As of the end of last week, 78% of the companies that have reported earnings…
Can The Dollar And Oil Go Up Together?
October 25, 2016, 4:00pm EST The markets are sitting on Apple earnings, which will come after the close today (by…
Were Billionaires Buying Apple Last Quarter?
October 19, 2016, 3:00pm EST By November 15th, the biggest investors in the world will be required to disclose a…
OPEC Talking Up Oil Is Good For Stocks
October 10, 2016, 3:15pm EST I talked last week about the move in oil, and the lag in natural gas.…
Keep It Simple: Be Long Dollars, Long Stocks
October 5, 2016, 4:15pm EST As you might recall, since I've written this daily note starting in January, I've focused on a…
The Case For Gold Is Weak
October 4, 2016, 5:00pm EST Stocks continue to chop around as we head into the big jobs report this week.…
Higher Oil Should Mean A Higher Stock Market
September 28, 2016, 4:30pm EST Oil popped over $3 from the lows of the day (as much as 7%) on…
Why Trump Is Right On China
September 27, 2016, 4:30pm EST The debate last night was entertaining. It's sad to see how the media manipulates facts…