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US Markets

Fed Signals End Of Rate ‘Normalization’

November 15, 5:00 pm EST One of the spots weighing on the market has been the Fed's persistent increase in…

Gridlock In Washington Should Give The Fed An Excuse To Pause

November 14, 5:00 pm EST Later today Fed Chair Powell will be speaking at a Dallas Fed event.  We've talked…

Oil Decline Will Change The Inflation Picture

November 13, 5:00 pm EST In the past two notes, I've focused on oil.  And that does indeed seem to…

Split Congress Is Greenlight For Stocks

November 8, 5:00 pm EST The midterm elections are behind us, and I've suspected that the lift of that cloud…

Election Day Means Cloud Of Uncertainty Will Be Lifted

November 6, 5:00 pm EST In my note yesterday, we talked about the probable outcomes for the elections. Whether we…

Election Results Should Simply Clear The Fog For Another Run In Stocks

November 5, 5:00 pm EST The elections tomorrow are said to be a referendum on Trump's Presidency. And given the…

Why We Won’t See Another Big Silicon Valley Internet Giant

November 2, 5:00 pm EST If you are a regular reader of my daily notes, you'll know I've suspected we…

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…

Don’t Make This Mistake

October 31, 5:00 pm EST As we discussed yesterday, it's very dangerous to let political views influence your perspective on markets and investing. And…

Pro Tip: Don’t Let Your Political Views Influence Your Market Views

October 30, 5:00 pm EST This violent repricing of the tech giants came with clear warnings (i.e. the tightening of…