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Stocks

Will The Trump Inauguration Be A ‘Buy The Rumor Sell The Fact’ Event

  January 11, 2017, 4:00pm EST For two full months the Trump rally has consisted of higher stocks, higher yields,…

Small Business Owners Are Saying ‘Now Is The Time’

  January 10, 2017, 6:00pm EST This morning we got a report that small business optimism hit the highest level…

Trumponomics Is Finally Reflating Europe and Japan

  January 9, 2017, 4:30pm EST Over the past year we've had a wild ride in global yields. Today I…

Why Stocks Are Still Cheap

  January 6, 2017, 7:00pm EST With the Dow within a fraction of 20,000 today, and with the first week…

Why You Should Care About China’s Currency

  January 5, 2017, 4:00pm EST We talked yesterday about the bad start for global markets in 2016.  It was led by…

What A Difference A Year Makes

  January 4, 2017, 4:00pm EST Remember this time last year?  The markets opened with a nosedive in Chinese stocks.  By the…

No One Is Factoring In This Element Of The Trump Effect

  January 2, 2017, 4:00pm EST Happy New Year!  We're off to what will be a very exciting year for…

A Stronger Economy Will Continue To Fuel The Dollar

Over the past two days, we've looked back at a couple of the six marketthemes I expected to dominate in 2016.…

Dow 20,000 Doesn’t Even Reflect The Fundamental Change Yet

Dow 20,000 get's a lot of people excited.  But as we discussed on Friday, there are rational reasons to expect stocks…

Why Trump’s Tough Talk On China May Work

As we near the year end and near a new administration and policy stance, the geopolitical risks have risen. I've talked…