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The Next Big Adjustment Will Be In Rates

January 22, 9:00 am EST Last week we talked about the big adjustment we should expect to come in the…

Anti-Trumpers Are Letting Political Bias Cloud Their Judgement On The Market And Economy

January 17, 4:00 pm EST Yesterday's slide in stocks was all recovered today, despite the continued threat of a government shutdown. …

Will A Government Shutdown Derail Stocks?

January 16, 4:00 pm EST Stocks reversed after a hot opening today.  With a quiet data week ahead, the focus…

Gold Is Telling Us Inflation Is Finally Coming

January 12, 4:00 pm EST Stocks have now opened the year up 4%.  Global interest rates are on the move,…

Shorting The German Bond Market May Be The Most Lucrative Trade Of The Year

January 11, 4:00 pm EST Yesterday we talked about the move underway in interest rates.  And we talked about the media's…

Break Of Nearly 40-Year Downtrend In Rates Was Cemented On Election Night

January 10, 4:00 pm EST We talked yesterday about the move underway in market interest rates. Today the yield on…

Oil Projecting $80, Rates Will Follow

January 9, 4:00 pm EST Interest rates are on the move today. So is oil. And the latter has a…

Retail Survivors Have Explosive Upside

January 8, 4:00 pm EST Heading into the end of last year, we talked about the regulatory scrutiny starting to…

The Trade Of 2018: Commodities

January 5, 4:00 pm EST We've talked this week about the potential for hotter demand and hotter economic growth for 2018.…

2018 Will Be The Year Of Recovery On Main Street

January 4, 4:40 pm EST We kicked off the New Year continuing to discuss the theme of a hot stock market…