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Why The White House Wants The Fed Spigot Open

March 29, 5:00 pm EST We've talked about the prospects of a repeat of 1995, when the Fed flip-flopped -- cutting rates,…

Lyft: Hyper-growth valuations unlikely to give investors hyper-growth

March 28, 5:00 pm EST Earlier this month, we talked about the big IPO agenda this year. We have some…

Fed’s Flip-Flop Leads Us To This 1995 Chart

March 27, 5:00 pm EST We've talked this week about the yield curve inversion. In response, the market is now pricing…

Fed’s 1995 Script Playing Out Again

March 26, 5:00 pm EST Yesterday we talked about the yield curve inversion. It was driven by the Fed walking…

Should We Be Concerned About the Yield Curve Inversion?

March 25, 5:00 pm EST There was a big technical break in the interest rate market on Friday.   And the yield curve…

Bonds Look Overdone … Maybe From A Mueller Fear Premium

March 22, 5:00 pm EST Stocks have swung around this week and will finish down just around three-quarters of one percent…

Fed’s Strategy Reset: Set The Bar Low

March 21, 5:00 pm EST Stocks came back strong today as the market has had a little more time to…

Fed Reset Is A Pre-Emptive Strike Against The Worst Case Scenario

March 20, 5:00 pm EST The Fed met today and confirmed the signaling we've seen since early January. With the…

For Tech Giants, Compliance Costs Will Change The Business Model

March 19, 5:00 pm EST We’ve seen the verbal and Twitter shots taken by Trump at the tech giants since…

Fed Meeting This Week, But They Have Already Told Us Where They Stand

March 18, 5:00 pm EST Stocks open the week in breakout mode. We've now taken out the December highs, the…