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Grexit, Brexit, Trump?

  November 8, 2016, 4:00pm EST As we head into the election, everyone involved in markets is trying to predict…

The Next President Unlikely To Move The Needle On The Stock Market

  November 4, 2016, 4:00pm EST It was a rough week for global markets.  Across the markets, there was clear…

Time To Buy Healthcare Stocks

  November 3, 2016, 4:00pm EST As we head into the election, there’s one sector in the stock market that…

What To Expect From The Fed

  November 1, 2016, 4:15pm EST The Fed is on deck for tomorrow.  The RBA (Australian central bank) was a…

Central Banks Should Be Hawkish This Week

  October 31, 2016, 4:15pm EST As we discussed on Friday, the dominant theme last week was the big run-up…

Higher Yields Are Removing A Cautionary Signal For Markets

  October 28, 2016, 5:15pm EST Remember, up to mid 2015, there were reasons to be optimistic about the outlook…

Let’s Hope A Move In Rates Isn’t Messy

  October 27, 2016, 3:15pm EST Last week we talked about the set up for a move in global bond…

Apple Is Very Undervalued

  October 26, 2016, 4:15pm EST As of the end of last week, 78% of the companies that have reported earnings…

Can The Dollar And Oil Go Up Together?

  October 25, 2016, 4:00pm EST The markets are sitting on Apple earnings, which will come after the close today (by…

Were Billionaires Buying Apple Last Quarter?

  October 19, 2016, 3:00pm EST By November 15th, the biggest investors in the world will be required to disclose a…