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Bar Has Been Set Low To Manufacture Positive Surprises … And They Are Rolling In

April 26, 5:00 pm EST The first reading on first quarter U.S. GDP came in this morning at 3.2%-- much better than expected. …

Bottoming in Chinese Data

April 17, 5:00 pm EST Last month we talked about Chinese stocks has a key spot to watch for: 1)…

Trump Wants A Weaker Dollar, And Will Likely Get It

April 9, 5:00 pm EST A key piece in the continuation of the global economic recovery will be a weaker dollar.  It…

Chinese Stocks Signaling The Bottom In The Chinese Economy

April 8, 5:00 pm EST As we discussed on Friday, the overhang of risks to markets, to the Trump administration…

Lyft And Uber IPOs Mark Euphoric Stage Of Internet 2.0

April 3, 5:00 pm EST We've talked about the prospects that Lyft and Uber, dumping shares on the public at a…

For Tech Giants, Compliance Costs Will Change The Business Model

March 19, 5:00 pm EST We’ve seen the verbal and Twitter shots taken by Trump at the tech giants since…

Bottom May Be In For China

March 15, 5:00 pm EST As we end the week, let's take a look at what China is doing to…

The Bond Markets Is Sending A Signal: Manipulation

March 14, 5:00 pm EST Wall Street has a lot of adages that many follow, and few question (but they should). One…

Big Trendline Break In Stocks

January 30, 5:00 pm EST Remember, over the past three weeks, the major central banks in the world (the Fed,…

Setup for a Big Upside Surprise In Global Growth

January 23, 5:00 pm EST The financial media has been focused on Davos this week -- the host of the World…