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U.S. Steelmakers That Should Win From ‘The Wall’

January 7, 5:00 pm EST The Fed sent a message to markets on Friday that they will pause on rates hikes,…

The Fed Has Just Reinstated The Put For Stocks

January 4, 5:00 pm EST Stocks had a huge bounce today. And it was driven by: 1) the central bank…

Newsflash: Apple Is Dirt Cheap

January 3, 5:00 pm EST As we've discussed, the dysfunctional stock market has put pressure on Trump to stand down and…

Treasury Intervention Has Put The Bottom In Stocks

January 2, 5:00 pm EST Happy New Year! We are off to what promises to be a very important year for markets and…

Market Decline Is Geopolitical, Not Economic

December 21, 5:00 pm EST As we head into the holidays and the end of the year, let's take a…

Why This Looks Like 1994

December 20, 5:00 pm EST In recent days we've discussed the parallels between this year and 1994.  In '94 the Fed…

Oil Should Give The Fed ‘Pause’

December 18, 5:00 pm EST Stocks hover around the February lows, as we head into tomorrow's big Fed decision. Although…

Will The Fed Respond To Stocks?

December 17, 5:00 pm EST As I said on Friday, stocks clearly have a significant influence on confidence.  And confidence ultimately…

China Running At Worse Than 2009 Levels

December 14, 5:00 pm EST We've talked about the struggling Chinese economy this week. As I've said, much of the key…

Trump Is Squeezing China

December 12, 5:00 pm EST We talked about the China trade story yesterday. In a nutshell, Trump has capitalized on…