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Q1 Growth Number Is A Reminder That The Economy Is Good

May 30, 5:00 pm EST The first revision of Q1 GDP came in this morning, in-line with expectations (at 3.1%).  As…

Global Central Bank Policy Is Back To Pinning Down Rates, Driving Up Asset Prices

April 10, 5:00 pm EST The minutes were released from the March Fed meeting today.  But we already know very…

Stand-Down By The Fed Has Put The Bottom In For Emerging Markets

April 4, 5:00 pm EST The slowdown in China spooked global markets late last year, and have since spooked global…

Lyft IPO Is Exposing The Valuation Gap Insanity

April 1, 5:00 pm EST Last week we talked about the buildup to the Lyft IPO. Lyft, "lifted" to a…

Why The White House Wants The Fed Spigot Open

March 29, 5:00 pm EST We've talked about the prospects of a repeat of 1995, when the Fed flip-flopped -- cutting rates,…

We’re getting a gift to buy the DJIA at a discount

July 9, 5:00 pm EST We've talked about the glaring lag in the performance of blue chip stocks coming out of this recent…

Higher Yields Are Telling The Story Of Higher, Hotter Growth

May 15, 3:00 pm EST The move in the 10-year yield was the story of the day today.  Yields broke back…

Bitcoin has become the gold substitute, until it’s not

May 14, 3:00 pm EST A few weeks ago, the markets were skittish about elevated oil prices and 3% yields. …

Looks like ‘all-clear’ signal given for stocks

May 11, 3:00 pm EST Over the past two Friday's we've stepped events and conditions that have built the case…

Billionaire-Owned Oil Stocks With Big Upside

May 10, 3:00 pm EST With oil above $70, today I want to revisit my note from February where we…