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investing

Has The All-Clear Signal Been Given For Stocks?

May 6, 3:00 pm EST At the end of last week, I said "it looks like the all-clear signal has been given…

GDP Surprise Tomorrow Should Give The All-Clear For Stock Recovery

April 26, 4:00 pm EST We will get the important Q1 GDP number tomorrow.  We're already seeing plenty of evidence in Q1…

BOJ Won’t Upset The Global Interest Rate Applecart

April 26, 2:30 pm EST We get a close above 3% for the 10-year yield today. This continues to capture the…

Here’s Why The Stock Market Doesn’t Like 3% Yields

April 23, 5:00 pm EST Yields continue to grind higher toward 3%.  That has put some pressure on stocks, despite…

The War Against ‘Winner Takes All’ Tech Dominance Is Underway

April 2, 7:00 pm EST As we've discussed, the proxy on the "tech dominance" trade is Amazon.  That’s the proxy…

Stocks On Path To Test February Lows, Led By Peaking Tech Giants

March 27, 4:00 pm EST The sharp swings continue in stocks, with the bias toward the downside.  And as we've…

Markets In Early Stages Of Repricing Regulated Tech Giants

March 22, 9:00 pm EST Stocks were down big today.  The media will have fun touting the Dow's 700-point loss. …

Big Reversal Signals For Stocks, Led By AMZN, AAPL and MSFT

March 13, 5:00 pm EST We talked yesterday about the important inflation data. That was in line this morning.  And…

Why We All Need Trump’s Trade Reform To Work

March 7, 3:00 pm EST As we discussed yesterday, stocks have fully recovered the decline that people were attributing to…

Why Trump Is Right On Tariffs

March 4, 9:00 pm EST Stocks continue to swing around, and in wider ranges than we've seen in a while.…