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Why Regime Change Is Lifting Volatility

December 7, 5:00 pm EST Last year, the stock market broke a 21-year old record of the most consecutive days…

Why The Big Swings In Stocks?

December 6, 5:00 pm EST We had quite a reversal for stocks today.  It started with a plunge as the…

More Sanctions On Saudi Unlikely, Despite Congress Grandstanding

December 5, 5:00 pm EST I was away from the markets yesterday, on a big down day.  With markets closed…

Oil and Rates Building Goldilocks Scenario For Stocks

December 3, 5:00 pm EST On Friday, we closed the week with the view that a standstill agreement (at the…

Key Charts To Watch

November 30, 5:00 pm EST As we close the week and month, let's take a look at some key charts.…

Bitcoin Was All About Chinese Money Flight

November 29, 5:00 pm EST Today I want to talk about the decline in Bitcoin.  As we often see with…

Fed ‘Near The End’ On Rate Normalization

November 28, 5:00 pm EST Yesterday we talked about the perfect setup, coming into today's scheduled speech by the Fed…

Collapse In Oil Prices Have Taken The Pressure Off Of The Fed

November 27, 5:00 pm EST Earlier this month, we talked about the big fall in oil prices. If we look…

Catalysts Ahead For Stocks This Week

November 26, 5:00 pm EST After a down 7% October, the S&P 500 was down another 3% for November as we started…

Trump Is Settled On Saudi Sanctions — Good For Stocks

November 21, 5:00 pm EST We looked at the below chart yesterday.  We're continuing to get a bounce off of this…