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Trump’s Extreme On Trade Is Creating Movement

June 11, 5:00 pm EST Last week we stepped through all of the components of economic output and talked about…

Economy, Part 3, Positive Surprises Are Coming

June 7, 5:00 pm EST We've talked about the set up for positive surprises in the data.  We've looked at…

Economy, Part 2: Positive Surprises Are Coming

June 6, 5:00 pm EST We've talked the past couple of days about economic growth and the likelihood that we're…

Economy, Part 1: Positive Surprises Are Coming

June 5, 5:00 pm EST We've talked the past couple of days about economic growth and the likelihood that we're…

Trumponomics Still In Early Stages Of Working Through The Economy

June 4, 5:00 pm EST On Friday, we talked about the building momentum in the economy. We've already had huge…

The Second Half Of The Year Should Be Very Good For Stocks 

May 25, 5:00 pm EST As we head into the long holiday weekend, let's look at some key charts. First,…

Stock Market Pro Perspectives: Ignore The Geopolitical Noise

May 24, 5:00 pm EST We have a lot of geopolitical noise surrounding markets. Let's step through them: 1) Yesterday,…

Here’s Why Concessions From China On Trade Are Big Wins

May 23, 5:00 pm EST There has been a lot of attention over the past couple of days on China…

The last time commodities were this cheap they returned 50% annualized for the next four years

May 22, 5:00 pm EST Yesterday we talked the set up for a turn in the dollar (lower) and in…

Commodities Quietly Breaking Out

May 21, 5:00 pm EST Last week, rising market interest rates in the U.S. were becoming a concern.  But as…