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Big Four Banks Had Double-Digit Earnings Growth in Q1

April 16, 5:00 pm EST With Bank of America earnings this morning, we've now heard from the big four banks…

Bank Stocks: Among The Best Value In The Stock Market

April 15, 5:00 pm EST As we discussed last week, the table has been set (again) for positive earnings surprises. …

Global Central Bank Policy Is Back To Pinning Down Rates, Driving Up Asset Prices

April 10, 5:00 pm EST The minutes were released from the March Fed meeting today.  But we already know very…

Trump Wants A Weaker Dollar, And Will Likely Get It

April 9, 5:00 pm EST A key piece in the continuation of the global economic recovery will be a weaker dollar.  It…

Chinese Stocks Signaling The Bottom In The Chinese Economy

April 8, 5:00 pm EST As we discussed on Friday, the overhang of risks to markets, to the Trump administration…

With Fog Lifting, The Real Economic Boom May Be Just Getting Started

April 5, 5:00 pm EST As we end the week, the overhang of risks to markets, the Trump administration and…

Stand-Down By The Fed Has Put The Bottom In For Emerging Markets

April 4, 5:00 pm EST The slowdown in China spooked global markets late last year, and have since spooked global…

Lyft And Uber IPOs Mark Euphoric Stage Of Internet 2.0

April 3, 5:00 pm EST We've talked about the prospects that Lyft and Uber, dumping shares on the public at a…

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…