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Fed Policy Was A Headwind, Now A Tailwind

June 28,  5:00 pm EST We end the week, month and quarter today.  Stocks are up 17% year-to-date. With the…

Is ‘This Time Different’ For Bitcoin?

June 27,  5:00 pm EST Bitcoin has had another huge move over the past three months -- more than tripling. …

Trade Deal Was ‘90% there’

June 26,  5:00 pm EST This morning Mnuchin was interviewed by CNBC.  He was the headline of the day, despite…

2018-2019 Looks Like 1994-1995

June 25,  5:00 pm EST Remember, last year was the first year since 1994 that cash was the best producing…

Gold Is A Hedge Against The Worst-Case Scenario

June 24,  5:00 pm EST Let's take a look at gold as we head into the Trump/Xi meeting scheduled to take…

Will Trump do a deal (not the deal) and remove the overhang of uncertainty from the global economy?

June 21,  5:00 pm EST As we end the week, any questions on whether or not the central banks have…

The Most Important Signal Of The Day: Gold

June 20,  5:00 pm EST Stocks traded to new record highs today.  Oil was up 6%.  The 10-year yield traded…

Will The Market Test The Fed? Likely.

June 19,  5:00 pm EST The Fed held the line on rates today, passing up an opportunity to surprise markets…

ECB Telegraphing More Easing, Will They Restart QE?

June 18,  5:00 pm EST We've talked about the prospects of the Fed surprising tomorrow. Maybe beating the Fed to…

Chance Of Fed Cut Is Underpriced

June 17,  5:00 pm EST We're on Fed watch this week. As we discussed last week, if the Fed wants to…