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Investing Ideas

Charts Showing More Upside For Stocks And A Rebound In Yields

  July 15, 2016, 4:20pm EST Over the past week, we've talked about the rational reasons to be long stocks.  Today…

Two Reasons Brexit Will Be A Huge Positive For The Global Economy

  July 14, 2016, 4:00pm EST Since the Brexit news in late June we've discussed a couple of huge implications that…

Do Yields At Record Lows And Stocks At Record Highs Spell Trouble

  July 13, 2016, 5:00pm EST Earlier this week we talked about the disconnect between yields and stocks. The move lower…

How High Stocks Can Go From Here

  July 12, 2016, 2:00pm EST As we said last week (and back in May), we think the second half of…

Brexit Invokes Japanese Fiscal Stimulus Plans – Is Europe Next?

Over the past few weeks we said the decision by the UK to leave the European Union could actually end…

Why A Rising S&P 500 Has Been The Antidote To Crises

  July 8, 2016, 4:00pm EST Earlier this week we said the Brexit drama would likely be dethroned, by Friday, as…

Yuan Watch: Time To Buy Chinese Stocks?

  July 5, 2016, 4:30am EST Remember when China devalued the yuan back in August of last year?  The world went…

UK ‘Remain’ Vote Would Fuel Huge Second Half Rally In Stocks, Yields

  June 20, 2016, 2:45pm EST On Friday we looked at four key market charts that suggested the worst of the…

How To Trade The ‘Short Of A Lifetime’

  June 13, 2016, 5:00pm EST Last week we talked a lot about the German bund yield, the most important market in…

Market May Be Very Wrong On Fed

  June 2, 2016, 3:25pm EST In the middle of June we have perhaps the two biggest events of the year.…