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Investing Ideas

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…

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…

Stock Market Pro Perspectives: Ignore The Geopolitical Noise

May 24, 5:00 pm EST We have a lot of geopolitical noise surrounding markets. Let's step through them: 1) Yesterday,…

Here’s Why Concessions From China On Trade Are Big Wins

May 23, 5:00 pm EST There has been a lot of attention over the past couple of days on China…

The last time commodities were this cheap they returned 50% annualized for the next four years

May 22, 5:00 pm EST Yesterday we talked the set up for a turn in the dollar (lower) and in…

Commodities Quietly Breaking Out

May 21, 5:00 pm EST Last week, rising market interest rates in the U.S. were becoming a concern.  But as…

Big Reversal Pattern In Yields May Predict Calm Returning To Rates Markets

May 18, 5:00 pm EST We've talked this week about the pressure that rising U.S. market interest rates are putting…

Gold and Yields Telling Two Different Stories, Which One Is Right?

May 17, 5:00 pm EST We talked yesterday about the building pressure in emerging markets, driven by weakening currencies and…

EM Currency Weakness May Force Convergence On Global Monetary Policy, Sooner Rather Than Later

May 16, 5:00 pm EST We’ve talked about the stock market’s discomfort with the 3% mark in rates. People have…

Higher Yields Are Telling The Story Of Higher, Hotter Growth

May 15, 3:00 pm EST The move in the 10-year yield was the story of the day today.  Yields broke back…