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Trump’s Handling Of Saudi Arabia Is A Big Deal For Markets

November 20, 5:00 pm EST Stocks hit this big trendline today and bounced. This line comes in from the oil…

Monopoly Is Being Priced-Out Of The Tech Giants

November 19, 5:00 pm EST The tech giants continued to get hammered today.  We've talked about the prospects for an…

Stocks Trading On Fear, Not Reality

November 16, 5:00 pm EST Stocks end the week on a strong note. We've talked all week about the catalysts to…

Fed Signals End Of Rate ‘Normalization’

November 15, 5:00 pm EST One of the spots weighing on the market has been the Fed's persistent increase in…

Gridlock In Washington Should Give The Fed An Excuse To Pause

November 14, 5:00 pm EST Later today Fed Chair Powell will be speaking at a Dallas Fed event.  We've talked…

Oil Decline Will Change The Inflation Picture

November 13, 5:00 pm EST In the past two notes, I've focused on oil.  And that does indeed seem to…

Watch Fed To Signal Pause In Rate Hikes

November 12, 5:00 pm EST Stocks continue to swing around following last weeks midterm elections.  Perhaps it has something to…

Split Congress Is Greenlight For Stocks

November 8, 5:00 pm EST The midterm elections are behind us, and I've suspected that the lift of that cloud…

Election Day Means Cloud Of Uncertainty Will Be Lifted

November 6, 5:00 pm EST In my note yesterday, we talked about the probable outcomes for the elections. Whether we…

Election Results Should Simply Clear The Fog For Another Run In Stocks

November 5, 5:00 pm EST The elections tomorrow are said to be a referendum on Trump's Presidency. And given the…