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With Fog Lifting, The Real Economic Boom May Be Just Getting Started

April 5, 5:00 pm EST As we end the week, the overhang of risks to markets, the Trump administration and…

Stand-Down By The Fed Has Put The Bottom In For Emerging Markets

April 4, 5:00 pm EST The slowdown in China spooked global markets late last year, and have since spooked global…

Lyft And Uber IPOs Mark Euphoric Stage Of Internet 2.0

April 3, 5:00 pm EST We've talked about the prospects that Lyft and Uber, dumping shares on the public at a…

V-Shaped Recovery For Oil Prices Underway

April 2, 5:00 pm EST Oil is one of the biggest movers of the day, now back above $60. That's…

Lyft IPO Is Exposing The Valuation Gap Insanity

April 1, 5:00 pm EST Last week we talked about the buildup to the Lyft IPO. Lyft, "lifted" to a…

Why The White House Wants The Fed Spigot Open

March 29, 5:00 pm EST We've talked about the prospects of a repeat of 1995, when the Fed flip-flopped -- cutting rates,…

Lyft: Hyper-growth valuations unlikely to give investors hyper-growth

March 28, 5:00 pm EST Earlier this month, we talked about the big IPO agenda this year. We have some…

Fed’s Flip-Flop Leads Us To This 1995 Chart

March 27, 5:00 pm EST We've talked this week about the yield curve inversion. In response, the market is now pricing…

Fed’s 1995 Script Playing Out Again

March 26, 5:00 pm EST Yesterday we talked about the yield curve inversion. It was driven by the Fed walking…

Should We Be Concerned About the Yield Curve Inversion?

March 25, 5:00 pm EST There was a big technical break in the interest rate market on Friday.   And the yield curve…