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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…

No One Is Factoring In This Element Of The Trump Effect

  January 2, 2017, 4:00pm EST Happy New Year!  We're off to what will be a very exciting year for…

A Stronger Economy Will Continue To Fuel The Dollar

Over the past two days, we've looked back at a couple of the six marketthemes I expected to dominate in 2016.…

Dow 20,000 Doesn’t Even Reflect The Fundamental Change Yet

Dow 20,000 get's a lot of people excited.  But as we discussed on Friday, there are rational reasons to expect stocks…

Why Trump’s Tough Talk On China May Work

As we near the year end and near a new administration and policy stance, the geopolitical risks have risen. I've talked…

Dow Nears 20,000: Why Stocks Are Still Cheap

On November 10th, I wrote a piece here, and posted it to Forbes.com with the title: "The Trump Effect Will…

Trump’s Secretary Of State Pick Might Be Brilliant

  December 13, 2016, 4:00pm EST Last week we talked about how a visit to Trump Tower was becoming a good…

Long Term Bullish Reversal Pattern Confirmed For Oil: Projection $77

  December 12, 2016, 4:00pm EST The last big market event of the year will be Wednesday, when the Fed decides on rates. As…

Why It’s The Perfect Time To Buy Stocks

  December 9, 2016, 9:00pm EST We've talked a lot about the set ups for big moves in Japanese and German stocks,…

Natural Gas Prices Quietly On A Big Run

  December 8, 2016, 9:30pm EST Back in early June I talked about the building story for a breakout in…