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business

Big Events This Week Will Set The Tone For 2019

January 28, 5:00 pm EST This is a huge week.  We're following a down 9% month for stocks with a…

A China Deal Would Unleash A Huge Commodity Bull Cycle

January 25, 5:00 pm EST We end the week with a weaker dollar, stronger commodities and recovering stocks.  I suspect…

How China Became The Most Dangerous Country In The World

January 22, 5:00 pm EST China reported the slowest growth since 1990 on Monday (+6.4%). This an interesting period to…

Tail End Of The Economic Expansion, Or Is It The Beginning?

January 18, 5:00 pm EST Stocks and crude oil have led the bounce back this month.  And we're now getting more…

Wall Street Has (Again) Set The Bar Low For Earnings Season

January 17, 5:00 pm EST Stocks continue to recover from the wreckage of December.  From December 3rd to December 26th,…

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…

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…

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…

Why This Looks Like 1994

December 20, 5:00 pm EST In recent days we've discussed the parallels between this year and 1994.  In '94 the Fed…

Stocks Trading On Fear, Not Reality

November 16, 5:00 pm EST Stocks end the week on a strong note. We've talked all week about the catalysts to…