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Misleading Headline Of The Day: Worst start to the year for equity flows since 2008

March 8, 5:00 pm EST Overnight, China reported a 20% plunge in its February exports.  That was the driver for…

The Script For Stocks Continues To Look Like Another 2016

March 7, 5:00 pm EST Stocks continue to back off after completing a full recovery of the December declines. Here's…

Silicon Valley Is About To Dump Overvalued IPOs On The Investing Public

March 6, 5:00 pm EST Yesterday we talked about the big IPO agenda for the year. We have some big…

Tech IPOs May Be Coming Late To The Party

March 5, 5:00 pm EST There's a lot of excitement about the building IPO docket for the year.  Let's take a…

Stocks Bumping Into Technical Profit Taking Levels

March 4, 5:00 pm EST Stocks sold off sharply this morning, before bouncing nicely from the lows.   The range on the…

Key Charts Heading Into The Weekend: Stocks, Rates and China

March 1, 5:00 pm EST As we end the week, let's take a look at some key charts ... We…

We May Be In The Early Stages Of An Economic Boom Period

February 28, 5:00 pm EST We end the month of February today, continuing the big recovery for stocks. After a…

Expect Oil Back To The $70s, Soon

February 27, 5:00 pm EST Yesterday Trump talked down oil prices.  Today oil prices came right back. We've had a…

V-Shaped Recovery In Stocks, V-Shaped Recovery In Sentiment

February 26, 5:00 pm EST Jay Powell (the Fed Chair) is on Capitol Hill this week, giving his semi-annual testimony…

Stock Market Strength Is Broad-Based, Finally

February 25, 5:00 pm EST As we ended last week, we talked about the important signals given from Chinese markets on…