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Bonds Are High Risk-Low Reward

Since stocks dipped last week, I’ve heard the chatter (again) about how a 3% 10-year note has suddenly created a…

Stocks This Cheap Only Two Times In 26 Years

  October 16, 5:00 pm EST Stocks are racing back, just as everyone is turning gloomy.  This squeezes the shorts…

The Case For S&P 4,000

October 15, 5:00 pm EST On Friday we talked about the opportunity presented by this recent dip in the broad stock market.…

How Billionaires Respond To Stock Market Declines

October 12, 5:00 pm EST The S&P 500 has declined more than 5% (from peak to trough) on four different occasions this…

Gold Is The New Bonds

October 11, 5:00 pm EST Yesterday we talked about the repricing of the tech giants as the catalyst for the…

Slide In Stocks Is All About Deflating The Bubbly Tech Giants

October 10, 5:00 pm EST Yesterday we talked about the risks surrounding markets (Italy, Interest Rates, China), and said these…

Cracks In Big Tech Stocks Finally Showing

October 9, 5:00 pm EST There are always plenty of risks surrounding markets.  Still, stocks tend to be pretty good…

Time To Watch China’s Currency Closely

October 8, 5:00 pm EST China was on holiday last week (Golden Week).  So today, with China back to work, we…

Bond Market Is Still Short Of Pricing In Fed’s 200 BPS Of Hikes

October 5, 5:00 pm EST We ended the week with the jobs report today.  The headline payroll number itself is…

Market Rates Are Finally Adjusting To Fed Tightening

October 4, 5:00 pm EST  The move in rates continued to spook markets today.  The 10-year yield traded as high…