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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…

Buy The Stocks Of Trump Tower Guests

  December 6, 2016, 4:30pm EST As we've discussed the Trump administration has been very good for the broad stock…

Buying The Dip On Jobs Data

6/3/16 As we discussed earlier in the week, market participants are trained to be fixated on the monthly jobs data.…

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.…

The G7 Effect On Stocks. It’s Big.

  May 27, 2016, 11:40am EST As we head into the Memorial Day weekend, we want to talk today about the…

Bull Market: Why You Should Fear Missing Out

  May 25, 2016, 3:30pm EST We charted very closely the risks of the oil price bust.  We thought central banks…

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…

Market Still Leaning The Wrong Way On The Fed

As we've discussed over the past few months, markets can be wrong—sometimes very wrong. On that note, consider that the…

The Trade Of The Decade

We've talked a lot about oil, the rebound of which has probably led to the trade of the year.  If…

Early Signs Of A Bottom In Global Pessimism

Heading into today’s inflation data, the prospects of German 10-year government interest rates going negative had added to the heightened risk…