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investing

Market Is UNDER-Estimating Rate Cut Chances For June

May 31, 5:00 pm EST We end the month of May today.  Things were going quite well for markets, with…

Q1 Growth Number Is A Reminder That The Economy Is Good

May 30, 5:00 pm EST The first revision of Q1 GDP came in this morning, in-line with expectations (at 3.1%).  As…

Why ‘China Dumping Treasuries’ Headlines Aren’t Scary

May 16, 5:00 pm EST There's a lot of chatter about China offloading of U.S. Treasuries. China is the largest foreign…

Stocks, A Buy On This Dip

May 14, 5:00 pm EST Yesterday we looked at the big technical support level for the Dow -- the 200-day…

Big 200-Day Moving Average In Stocks … A Buy, Not A Sell

May 13, 5:00 pm EST As we discussed last week, the Chinese government will use the yuan to counterpunch tariffs.…

Don’t Take The Bait On The Uber IPO

May 10, 5:00 pm EST We end the week with continued stalemate on a trade deal.  Given that trade talks…

Why Bitcoin Has Been All About Chinese Capital Flight

May 9, 5:00 pm EST Yesterday we talked about the tool China will use to offset tariffs, if a deal…

Watch The Yuan As A Proxy On A Trade Deal

May 8, 5:00 pm EST We talked about China’s currency yesterday, as the key proxy on a U.S./China trade deal.…

What China Has To Lose On A ‘No Deal’

May 7, 5:00 pm EST As we get closer to the hard deadline on a U.S./China trade deal, markets are…

Trump’s Win-Win Bet

May 6, 5:00 pm EST Late last week, the White House floated the idea that a trade agreement with China could come…