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investing

How Rates AND Stocks Can Go Higher

  September 13, 2016, 4:00pm EST Global markets continue to swing around today.  Remember, the past couple of days we've looked…

Why Higher Rates Are Good For Stocks

  September 12, 2016, 5:00pm EST We headed into the weekend with a market that was spooked by a sharp run…

Should You Follow Ackman Into Chipotle?

  September 7, 2016, 4:20pm EST Last month we looked at 13F filings.  These are the quarterly portfolio disclosures, required by the…

Why Fiscal Stimulus Could Be The Catalyst To Put A Top In Bonds

  September 6, 2016, 3:30pm EST As we headed into the holiday weekend, stocks were sitting near record highs, yields were…

Top Oil Trader Says Oil Is In For A ‘Violent Reversal’

  September 2, 2016, 12:00pm EST This time last month, the famed oil trader—and oil bull—Andy Hall was dealing with a…

Stocks Mostly Rebuff The Slide In Oil

    August 31, 2016, 4:00pm EST We watched oil closely earlier this year.  The oil price bust ultimately pulled down…

More QE From Japan May Need To Precede Next Fed Hike

  August 30, 2016, 5:00pm EST Last Thursday, everyone was awaiting the Friday Jackson Hole speech from Yellen.  I suggested that, while…

The Fed’s Real Game Plan: SPY, DIA, GLD, DXY, TBT

  August 27, 2016, 12:00pm EST The Fed's Janet Yellen was the focal point for markets for the week. She had…

What To Expect From Jackson Hole

  August 25, 2016, 4:00pm EST Tomorrow is the big annual Fed conference in Wyoming.  It typically draws the world's most…

Take Your Eyes Off The Fed And Look At These Charts

  August 22, 2016, 4:30pm EST As we head into the end of August, people continue to parse every word and…