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Big Picture Market Perspectives 2/23/17

  February 23, 2017, 4:30pm EST                             …

The Fed Is No Longer The Only Game In Town

  January 31, 2017, 4:00pm EST                             …

Small Business Owners Are Saying ‘Now Is The Time’

  January 10, 2017, 6:00pm EST This morning we got a report that small business optimism hit the highest level…

Trumponomics Is Finally Reflating Europe and Japan

  January 9, 2017, 4:30pm EST Over the past year we've had a wild ride in global yields. Today I…

Why Stocks Are Still Cheap

  January 6, 2017, 7:00pm EST With the Dow within a fraction of 20,000 today, and with the first week…

Why You Should Care About China’s Currency

  January 5, 2017, 4:00pm EST We talked yesterday about the bad start for global markets in 2016.  It was led by…

What A Difference A Year Makes

  January 4, 2017, 4:00pm EST Remember this time last year?  The markets opened with a nosedive in Chinese stocks.  By the…

Higher Oil Should Mean A Higher Stock Market

  September 28, 2016, 4:30pm EST Oil popped over $3 from the lows of the day (as much as 7%) on…

Market May Be Very Wrong On Fed

  June 2, 2016, 3:25pm EST In the middle of June we have perhaps the two biggest events of the year.…

Why Apple Is the Classic Buffett Stock

This past week we've talked about the recent public disclosures made about the investments of some of the world's best…