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GDP Surprise Tomorrow Should Give The All-Clear For Stock Recovery

April 26, 4:00 pm EST We will get the important Q1 GDP number tomorrow.  We're already seeing plenty of evidence in Q1…

The War Against ‘Winner Takes All’ Tech Dominance Is Underway

April 2, 7:00 pm EST As we've discussed, the proxy on the "tech dominance" trade is Amazon.  That’s the proxy…

Stocks On Path To Test February Lows, Led By Peaking Tech Giants

March 27, 4:00 pm EST The sharp swings continue in stocks, with the bias toward the downside.  And as we've…

Markets In Early Stages Of Repricing Regulated Tech Giants

March 22, 9:00 pm EST Stocks were down big today.  The media will have fun touting the Dow's 700-point loss. …

Big Reversal Signals For Stocks, Led By AMZN, AAPL and MSFT

March 13, 5:00 pm EST We talked yesterday about the important inflation data. That was in line this morning.  And…

How Deep Will The Stock Market Correction Go?

February 5, 7:00 am EST We talked this past week about the prospects that a correction was underway in stocks.  Stocks in…

Look For Hot Inflation Data To Trigger A Stock Market Correction

January 29, 7:00 pm EST For the first time in a decade, the mood at the World Economic Forum in…

The Simple Math For Another Big Year Ahead For Stocks

December 28, 12:00 pm EST While the President's pro-growth plan had some wins this year, it was a slow start.…

Playing Field Might Be Leveling For Silicon Valley Giants

December 15, 9:00 pm EST Last week we had the merger of Fox and Disney, and the repeal of the…

Economic Boom Period Coming

December 10, 4:00 pm EST We had a jobs report this past Friday.  The unemployment rate is at 4.1%.  We're…