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Stock Market May Be Underpricing Volatility Risk

November 15, 2017, 4:00pm EST Stocks were broadly lower today. Bond yields were lower. Commodities were mostly lower. And the…

Should We Brace For Some Financial Market Waves?

November 14, 2017, 4:00pm EST As we’ve discussed, in the post-election world (of last year) we’ve had a passing of…

The Saudi Asset Grab May Be Forcing Selling Across Global Stocks, Bonds, Gold

November 13, 2017, 4:00pm EST Into the latter part of last week, we had some indiscriminate selling in some key…

Saudi Shake-up Appears To Be Shaking Up Some Global Markets

November 10, 2017, 4:00pm EST                               …

Did Japanese Stocks Just Signal A Big Negative Event For Global Stocks?

November 9, 2017, 4:00pm EST Japanese stocks have been a huge mover over the past quarter, as we discussed earlier…

Wall Street Underestimated Stocks

November 8, 2017, 4:00pm EST This trajectory for stocks was not an outcome that Wall Street was looking for. I…

Energy Stocks Have A Lot Of Ground To Make Up

November 7, 2017, 4:00pm EST All eyes continue to be on U.S. stocks. But the bigger opportunities are elsewhere. Japanese…

Expert Oil Investors Say Risk Of ‘Triple-Digit Oil Prices’

  November 6, 2017, 5:00pm EST Oil is up over 3% today, trading up to the highest levels since June…

New Fed Chief Powell Needs To Let The Economy Run Hot

  November 2, 2017, 4:00pm EST Over the past two weeks we’ve talked about the two big central bank events. The first…

Oil At $55 Should Get Interest Rates Moving

  November 1, 2017, 4:00pm EST The Fed decision today was a snoozer, as expected. The market continues to think…