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Trade Deal Was ‘90% there’

June 26,  5:00 pm EST This morning Mnuchin was interviewed by CNBC.  He was the headline of the day, despite…

Will The Market Test The Fed? Likely.

June 19,  5:00 pm EST The Fed held the line on rates today, passing up an opportunity to surprise markets…

This Market Decline Is A Gift To Get Involved

November 1, 5:00 pm EST We talked about the potential bottom in stocks on Monday, based on this big trendline…

Closing The Jaws On Old Economy Versus New Economy

  October 29, 5:00 pm EST Stocks continue to swing around today.  But I think we may have a bottom coming…

Bond Market Is Still Short Of Pricing In Fed’s 200 BPS Of Hikes

October 5, 5:00 pm EST We ended the week with the jobs report today.  The headline payroll number itself is…

Trillion-Dollar Amazon May Have Signaled The Top In Euphoria

September 17, 5:00 pm EST The market is typically pretty good at pricing in what is known.  And it has…

Best Investing Advice: ‘Don’t Fight Trump’

August 24, 5:00 pm EST The best investing advice over much of the past decade has been "don't fight the Fed."  The…

Gold and Yields Telling Two Different Stories, Which One Is Right?

May 17, 5:00 pm EST We talked yesterday about the building pressure in emerging markets, driven by weakening currencies and…

Here’s Why The Stock Market Doesn’t Like 3% Yields

April 23, 5:00 pm EST Yields continue to grind higher toward 3%.  That has put some pressure on stocks, despite…

Long Term Bear Cycle For The Dollar Is Fuel For Commodities

January 25, 7:00 pm EST Yesterday we talked about the commodities bull market and the move underway in natural gas.…