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Economy, Part 3, Positive Surprises Are Coming

June 7, 5:00 pm EST We've talked about the set up for positive surprises in the data.  We've looked at…

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…

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…

Oil Projecting $80, Rates Will Follow

January 9, 4:00 pm EST Interest rates are on the move today. So is oil. And the latter has a…

News Flash: We Are In The Early Stages Of An Economic Boom

December 28, 12:00 pm EST Last year this time, as we ended 2016, and looked ahead to 2017, it was…

Playing Field Might Be Leveling For Silicon Valley Giants

December 15, 9:00 pm EST Last week we had the merger of Fox and Disney, and the repeal of the…

Why Yields Have Done Nothing Despite Five Fed Rate Hikes

December 14, 2:19 pm EST The Fed decided to hike interest rates by another quarter point yesterday.  That was fully…

Fed Meeting Less Important Than Next Week’s Meeting In Japan

December 2, 2017, 4:00 pm EST We have big central bank meetings this week.  Let’s talk about why it matters (or maybe doesn’t).…

Government Shutdown: Debt, Deficits And Tax Cuts

December 5, 4:00 pm EST With the potential government shutdown looming, let's look at some perspective on government debt. As we…

Trump Will End The Year With Two Big Wins

December 2, 2017, 4:00 pm EST It looks like we'll get tax cuts approved before year end!  And that will give…