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Economy

Pro Perspectives 1/11/22

January 11, 2022 Stocks continued the big bounce today into technical support.  Let's take an updated look at the S&P…

Pro Perspectives 1/10/22

We kick off fourth quarter earnings this week.  We'll hear from the big banks on Friday: JP Morgan, Citi and…

More Positive Surprises Hitting In The Economic Data

April 18, 5:00 pm EST Yesterday we talked about the positive surprises in the Chinese data.  This is important because the…

Bottoming in Chinese Data

April 17, 5:00 pm EST Last month we talked about Chinese stocks has a key spot to watch for: 1)…

V-Shaped Recovery For Oil Prices Underway

April 2, 5:00 pm EST Oil is one of the biggest movers of the day, now back above $60. That's…

Lyft IPO Is Exposing The Valuation Gap Insanity

April 1, 5:00 pm EST Last week we talked about the buildup to the Lyft IPO. Lyft, "lifted" to a…

Fed Reset Is A Pre-Emptive Strike Against The Worst Case Scenario

March 20, 5:00 pm EST The Fed met today and confirmed the signaling we've seen since early January. With the…

For Tech Giants, Compliance Costs Will Change The Business Model

March 19, 5:00 pm EST We’ve seen the verbal and Twitter shots taken by Trump at the tech giants since…

Election Day Means Cloud Of Uncertainty Will Be Lifted

November 6, 5:00 pm EST In my note yesterday, we talked about the probable outcomes for the elections. Whether we…

Election Results Should Simply Clear The Fog For Another Run In Stocks

November 5, 5:00 pm EST The elections tomorrow are said to be a referendum on Trump's Presidency. And given the…