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Stocks On Path To Test February Lows, Led By Peaking Tech Giants

March 27, 4:00 pm EST The sharp swings continue in stocks, with the bias toward the downside.  And as we've…

Markets In Early Stages Of Repricing Regulated Tech Giants

March 22, 9:00 pm EST Stocks were down big today.  The media will have fun touting the Dow's 700-point loss. …

Big Reversal Signals For Stocks, Led By AMZN, AAPL and MSFT

March 13, 5:00 pm EST We talked yesterday about the important inflation data. That was in line this morning.  And…

Trump Is Getting What He Wanted With Powell

February 27, 4:00 pm EST As we discussed yesterday, the minutes from the most recent Fed meeting (which was still under…

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…

Economic Boom Period Coming

December 10, 4:00 pm EST We had a jobs report this past Friday.  The unemployment rate is at 4.1%.  We're…

Here’s What Billionaire Investors Think About Bitcoin

December 7, 2017, 10:00 pm EST With all that's going on in the world, the biggest news of the day has…

Watch Yields: Could Explode Higher Into the Year End

December 5, 4:00 pm EST As we continue to creep toward the December 13th Fed meeting, the Fed funds futures are pricing in…

Q4 Growth Should Be Hot

November 27, 2017, 4:30 pm EST U.S. stocks printed new record highs again today, as numbers come in for the Black…

The Wild West Days Of Silicon Valley May Be Ending

November 24, 2017, 12:30 pm EST We talked last week about what may be the bottom in the "decline of the…