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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…

Bitcoin has become the gold substitute, until it’s not

May 14, 3:00 pm EST A few weeks ago, the markets were skittish about elevated oil prices and 3% yields. …

Looks like ‘all-clear’ signal given for stocks

May 11, 3:00 pm EST Over the past two Friday's we've stepped events and conditions that have built the case…

Billionaire-Owned Oil Stocks With Big Upside

May 10, 3:00 pm EST With oil above $70, today I want to revisit my note from February where we…

Big Technical Break In Stocks … Is The Correction Over?

May 9, 3:00 pm EST Stocks have a huge influence on sentiment.  And sentiment has a huge influence on economic…

‘Credibility to Act’ is producing results for Trump

May 8, 3:00 pm EST Over the past 24-hours, global markets were obsessed with the President's move to renew sanctions…

$100 oil is looking very possible

May 7, 3:00 pm EST Crude oil crossed the $70 mark today, and with new sanctions to be placed on Iran,…

Has The All-Clear Signal Been Given For Stocks?

May 6, 3:00 pm EST At the end of last week, I said "it looks like the all-clear signal has been given…

GDP Surprise Tomorrow Should Give The All-Clear For Stock Recovery

April 26, 4:00 pm EST We will get the important Q1 GDP number tomorrow.  We're already seeing plenty of evidence in Q1…

BOJ Won’t Upset The Global Interest Rate Applecart

April 26, 2:30 pm EST We get a close above 3% for the 10-year yield today. This continues to capture the…