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Economy

Should You Be Worried About The VIX?

  September 15, 2016, 6:00pm EST Since Friday of last week, there have been a lot of reports on the spike…

How Rates AND Stocks Can Go Higher

  September 13, 2016, 4:00pm EST Global markets continue to swing around today.  Remember, the past couple of days we've looked…

Why Higher Rates Are Good For Stocks

  September 12, 2016, 5:00pm EST We headed into the weekend with a market that was spooked by a sharp run…

Should You Follow Ackman Into Chipotle?

  September 7, 2016, 4:20pm EST Last month we looked at 13F filings.  These are the quarterly portfolio disclosures, required by the…

Why Fiscal Stimulus Could Be The Catalyst To Put A Top In Bonds

  September 6, 2016, 3:30pm EST As we headed into the holiday weekend, stocks were sitting near record highs, yields were…

Top Oil Trader Says Oil Is In For A ‘Violent Reversal’

  September 2, 2016, 12:00pm EST This time last month, the famed oil trader—and oil bull—Andy Hall was dealing with a…

Stocks Mostly Rebuff The Slide In Oil

    August 31, 2016, 4:00pm EST We watched oil closely earlier this year.  The oil price bust ultimately pulled down…

More QE From Japan May Need To Precede Next Fed Hike

  August 30, 2016, 5:00pm EST Last Thursday, everyone was awaiting the Friday Jackson Hole speech from Yellen.  I suggested that, while…

The Fed’s Real Game Plan: SPY, DIA, GLD, DXY, TBT

  August 27, 2016, 12:00pm EST The Fed's Janet Yellen was the focal point for markets for the week. She had…

What To Expect From Jackson Hole

  August 25, 2016, 4:00pm EST Tomorrow is the big annual Fed conference in Wyoming.  It typically draws the world's most…