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JP Morgan Does Record Business in 2018

January 15, 5:00 pm EST We now have Q4 earnings in from three of the country's four largest banks.  Yesterday…

Best Time To Buy Bank Stocks Than Any Other Time In Our Lifetimes?

January 14, 5:00 pm EST Meaningful fourth quarter earnings kick off this week with the big banks. We heard from Citigroup this morning. They beat on…

The Yuan Is Giving Signals On China Concessions

January 11, 5:00 pm EST Trade talks with China came and went again this week without any notable progress, at least…

Fed Continues To Dial Down Expectations

January 10, 5:00 pm EST The coordinated response to market turmoil continues to reverse the tide of what was becoming…

Key Charts

January 9, 5:00 pm EST We discussed yesterday how markets might look by the end of the year, if the pontifications…

Maybe The Real Economic Expansion Is Just Beginning

January 8, 5:00 pm EST The expectations have been dialed down dramatically over the past few months for markets and…

U.S. Steelmakers That Should Win From ‘The Wall’

January 7, 5:00 pm EST The Fed sent a message to markets on Friday that they will pause on rates hikes,…

The Fed Has Just Reinstated The Put For Stocks

January 4, 5:00 pm EST Stocks had a huge bounce today. And it was driven by: 1) the central bank…

Newsflash: Apple Is Dirt Cheap

January 3, 5:00 pm EST As we've discussed, the dysfunctional stock market has put pressure on Trump to stand down and…

Treasury Intervention Has Put The Bottom In Stocks

January 2, 5:00 pm EST Happy New Year! We are off to what promises to be a very important year for markets and…