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China May Be Moving Toward A Big One-Off Currency Devaluation

July 20, 5:00 pm EST We've been watching the Chinese currency very closely, as the Chinese central bank has been…

Everyone Should See This Interview With Steve Bannon

July 19, 5:00 pm EST Yesterday CNBC hosted their Delivering Alpha conference. This conference is primarily an opportunity for investors…

We’re getting a gift to buy the DJIA at a discount

July 9, 5:00 pm EST We've talked about the glaring lag in the performance of blue chip stocks coming out of this recent…

Ignore the media cherry pickers, the economy is doing very well

July 6, 5:00 pm EST The jobs report this morning continued to show an improving economy, operating with the luxury of low inflation.…

Rates Picture Should Start Heating Up

July 5, 5:00 pm EST I hope everyone had a great Fourth of July yesterday.  Today, the markets continue to…

There has NEVER been a down year in stocks when these conditions have been met

July 3, 5:00 pm EST Yesterday we talked about the set up for the Dow. In the past couple of…

Blue-chip American companies are a bargain in a world of sub-3% ten-year yields  

July 2, 5:00 pm EST As we head in to the holiday week, markets will likely go quiet until we…

Newsflash: OPEC is still cutting

June 29, 5:00 pm EST Last week, we talked a lot about oil, as OPEC was meeting to deliberate on…

Amazon Is To Corporate America As China Is To The Global Economy

June 27, 5:00 pm EST We've talked about the case for a shakeout in Amazon. It was up big today…

Wild West Days Over For Tech Giants

June 26, 5:00 pm EST While the media continues to be stuck on the global jawboning about trade. We’ve been…