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Apple Is Very Undervalued

  October 26, 2016, 4:15pm EST As of the end of last week, 78% of the companies that have reported earnings…

Can The Dollar And Oil Go Up Together?

  October 25, 2016, 4:00pm EST The markets are sitting on Apple earnings, which will come after the close today (by…

Were Billionaires Buying Apple Last Quarter?

  October 19, 2016, 3:00pm EST By November 15th, the biggest investors in the world will be required to disclose a…

OPEC Talking Up Oil Is Good For Stocks

  October 10, 2016, 3:15pm EST I talked last week about the move in oil, and the lag in natural gas.…

Keep It Simple: Be Long Dollars, Long Stocks

  October 5, 2016, 4:15pm EST As you might recall, since I've written this daily note starting in January, I've focused on a…

The Case For Gold Is Weak

  October 4, 2016, 5:00pm EST Stocks continue to chop around as we head into the big jobs report this week.…

Higher Oil Should Mean A Higher Stock Market

  September 28, 2016, 4:30pm EST Oil popped over $3 from the lows of the day (as much as 7%) on…

Why Trump Is Right On China

  September 27, 2016, 4:30pm EST The debate last night was entertaining.  It's sad to see how the media manipulates facts…

Uncertainty Surrounding Trump-Clinton Face Off Pops VIX

  September 26, 2016, 3:45pm EST All eyes are on the Presidential debate/face-off tonight.  Heading into the event, stocks are lower,…

Did Japan’s Moves Open Door To A Big Yen Devaluation

  September 21, 2016, 4:40pm EST Yesterday we talked about the two big central bank events in focus today.  Given that…