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Four Beaten Down, Activist-Owned Energy Stocks

April 23, 5:00 pm EST Yesterday we talked about the big recovery in crude oil prices.  That continues today. However,…

More Positive Surprises Hitting In The Economic Data

April 18, 5:00 pm EST Yesterday we talked about the positive surprises in the Chinese data.  This is important because the…

Bottoming in Chinese Data

April 17, 5:00 pm EST Last month we talked about Chinese stocks has a key spot to watch for: 1)…

Big Four Banks Had Double-Digit Earnings Growth in Q1

April 16, 5:00 pm EST With Bank of America earnings this morning, we've now heard from the big four banks…

Bank Stocks: Among The Best Value In The Stock Market

April 15, 5:00 pm EST As we discussed last week, the table has been set (again) for positive earnings surprises. …

Bank Earnings Showing Earnings GROWTH, Not Earnings Recession

April 12, 5:00 pm EST We talked about the coming catalyst of Q1 earnings season.  Two of the big banks…

Q1 Earnings Season Set Up For Positive Surprises

April 11, 5:00 pm EST As we came into the week, the economic, political and corporate calendar was relative light.  With…

Global Central Bank Policy Is Back To Pinning Down Rates, Driving Up Asset Prices

April 10, 5:00 pm EST The minutes were released from the March Fed meeting today.  But we already know very…

Trump Wants A Weaker Dollar, And Will Likely Get It

April 9, 5:00 pm EST A key piece in the continuation of the global economic recovery will be a weaker dollar.  It…

Chinese Stocks Signaling The Bottom In The Chinese Economy

April 8, 5:00 pm EST As we discussed on Friday, the overhang of risks to markets, to the Trump administration…