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investing

Big Reversal Pattern In Yields May Predict Calm Returning To Rates Markets

May 18, 5:00 pm EST We've talked this week about the pressure that rising U.S. market interest rates are putting…

Gold and Yields Telling Two Different Stories, Which One Is Right?

May 17, 5:00 pm EST We talked yesterday about the building pressure in emerging markets, driven by weakening currencies and…

EM Currency Weakness May Force Convergence On Global Monetary Policy, Sooner Rather Than Later

May 16, 5:00 pm EST We’ve talked about the stock market’s discomfort with the 3% mark in rates. People have…

Higher Yields Are Telling The Story Of Higher, Hotter Growth

May 15, 3:00 pm EST The move in the 10-year yield was the story of the day today.  Yields broke back…

Bitcoin has become the gold substitute, until it’s not

May 14, 3:00 pm EST A few weeks ago, the markets were skittish about elevated oil prices and 3% yields. …

Looks like ‘all-clear’ signal given for stocks

May 11, 3:00 pm EST Over the past two Friday's we've stepped events and conditions that have built the case…

Billionaire-Owned Oil Stocks With Big Upside

May 10, 3:00 pm EST With oil above $70, today I want to revisit my note from February where we…

Big Technical Break In Stocks … Is The Correction Over?

May 9, 3:00 pm EST Stocks have a huge influence on sentiment.  And sentiment has a huge influence on economic…

‘Credibility to Act’ is producing results for Trump

May 8, 3:00 pm EST Over the past 24-hours, global markets were obsessed with the President's move to renew sanctions…

$100 oil is looking very possible

May 7, 3:00 pm EST Crude oil crossed the $70 mark today, and with new sanctions to be placed on Iran,…