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politics

Big Reversal Signals For Stocks, Led By AMZN, AAPL and MSFT

March 13, 5:00 pm EST We talked yesterday about the important inflation data. That was in line this morning.  And…

Why We All Need Trump’s Trade Reform To Work

March 7, 3:00 pm EST As we discussed yesterday, stocks have fully recovered the decline that people were attributing to…

Why Trump Is Right On Tariffs

March 4, 9:00 pm EST Stocks continue to swing around, and in wider ranges than we've seen in a while.…

Long Term Bear Cycle For The Dollar Is Fuel For Commodities

January 25, 7:00 pm EST Yesterday we talked about the commodities bull market and the move underway in natural gas.…

Is The $19 Trillion Debt Load Really A Threat?

January 22, 11:00 am EST With a government shutdown over the weekend, today I want to revisit my note from…

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…

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…

The Year Of The Return Of ‘Animal Spirits’

January 4, 4:00 pm EST We are off to what will be a very exciting year for markets and the…