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Why The Trump Rally Will Continue

  January 20, 2017, 4:15pm EST President Trump officially took office today.  From the close of business on November 8th, as…

Mnuchin: Good Pick Or Bad Actor?

  January 19, 2017, 4:15pm EST The Treasury Secretary nominee was being "grilled" by Congress today. I want to talk…

Don’t Expect The Trump Rally To Fade On Inauguration Day

  January 17, 2017, 6:00pm EST As we kick off inauguration week, we have a continuation of this "buy the…

Bank Stocks Are Still A Huge Buy

  January 13, 2017, 3:00pm EST We're getting into the heart of earnings season now, with Q4 earnings rolling in.…

Jobs, Jobs, Everywhere There’s Jobs

  January 12, 2017, 3:00pm EST Jobs, jobs everywhere there's jobs. The President-elect yesterday said he will be the "greatest job…

Will The Trump Inauguration Be A ‘Buy The Rumor Sell The Fact’ Event

  January 11, 2017, 4:00pm EST For two full months the Trump rally has consisted of higher stocks, higher yields,…

Small Business Owners Are Saying ‘Now Is The Time’

  January 10, 2017, 6:00pm EST This morning we got a report that small business optimism hit the highest level…

Trumponomics Is Finally Reflating Europe and Japan

  January 9, 2017, 4:30pm EST Over the past year we've had a wild ride in global yields. Today I…

Why Stocks Are Still Cheap

  January 6, 2017, 7:00pm EST With the Dow within a fraction of 20,000 today, and with the first week…

Why You Should Care About China’s Currency

  January 5, 2017, 4:00pm EST We talked yesterday about the bad start for global markets in 2016.  It was led by…